Stone House Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Sell |
657
-138
| -17% | -$40.7K | 0.04% | 73 |
|
|
2025
Q1 | $198K | Buy |
+795
| New | +$198K | 0.04% | 59 |
|
|
2024
Q4 | – | Sell |
-768
| Closed | -$170K | – | 194 |
|
|
2024
Q3 | $170K | Buy |
768
+28
| +4% | +$6.19K | 0.04% | 54 |
|
|
2024
Q2 | $128K | Sell |
740
-203
| -22% | -$35.1K | 0.03% | 65 |
|
|
2024
Q1 | $180K | Buy |
943
+696
| +282% | +$133K | 0.04% | 58 |
|
|
2023
Q4 | $40.5K | Buy |
247
+22
| +10% | +$3.6K | 0.01% | 92 |
|
|
2023
Q3 | $31.6K | Buy |
225
+204
| +971% | +$28.6K | 0.01% | 98 |
|
|
2023
Q2 | $2.84K | Hold |
21
| – | – | ﹤0.01% | 241 |
|
|
2023
Q1 | $2.75K | Buy |
+21
| New | +$2.75K | ﹤0.01% | 229 |
|
|
2019
Q2 | – | Sell |
-128
| Closed | -$17K | – | 110 |
|
|
2019
Q1 | $17K | Buy |
+128
| New | +$17K | 0.01% | 141 |
|