Strategic Advocates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
1,976
+127
| +7% | +$37.4K | 0.17% | 70 |
|
|
2025
Q1 | $460K | Sell |
1,849
-276
| -13% | -$68.6K | 0.16% | 72 |
|
|
2024
Q4 | $467K | Sell |
2,125
-545
| -20% | -$120K | 0.16% | 68 |
|
|
2024
Q3 | $590K | Buy |
2,670
+1,372
| +106% | +$303K | 0.21% | 67 |
|
|
2024
Q2 | $224K | Buy |
+1,298
| New | +$224K | 0.09% | 107 |
|
|
2024
Q1 | – | Sell |
-1,450
| Closed | -$237K | – | 151 |
|
|
2023
Q4 | $237K | Sell |
1,450
-171
| -11% | -$28K | 0.1% | 129 |
|
|
2023
Q3 | $227K | Buy |
+1,621
| New | +$227K | 0.11% | 129 |
|