Stonebrook Private’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Buy |
1,677
+100
| +6% | +$29.5K | 0.12% | 129 |
|
|
2025
Q1 | $392K | Buy |
1,577
+79
| +5% | +$19.6K | 0.1% | 135 |
|
|
2024
Q4 | $329K | Buy |
1,498
+72
| +5% | +$15.8K | 0.09% | 137 |
|
|
2024
Q3 | $315K | Sell |
1,426
-173
| -11% | -$38.2K | 0.08% | 144 |
|
|
2024
Q2 | $276K | Sell |
1,599
-597
| -27% | -$103K | 0.08% | 147 |
|
|
2024
Q1 | $419K | Buy |
2,196
+29
| +1% | +$5.54K | 0.12% | 130 |
|
|
2023
Q4 | $354K | Buy |
+2,167
| New | +$354K | 0.12% | 138 |
|