Strategic Family Wealth Counselors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+800
| New | +$236K | 0.07% | 131 |
|
|
2021
Q4 | – | Sell |
-1,715
| Closed | -$228K | – | 108 |
|
|
2021
Q3 | $228K | Sell |
1,715
-274
| -14% | -$36.4K | 0.08% | 85 |
|
|
2021
Q2 | $279K | Hold |
1,989
| – | – | 0.09% | 65 |
|
|
2021
Q1 | $253K | Hold |
1,989
| – | – | 0.1% | 69 |
|
|
2020
Q4 | $239K | Hold |
1,989
| – | – | 0.12% | 69 |
|
|
2020
Q3 | $231K | Sell |
1,989
-174
| -8% | -$20.2K | 0.13% | 65 |
|
|
2020
Q2 | $250K | Buy |
2,163
+174
| +9% | +$20.1K | 0.16% | 63 |
|
|
2020
Q1 | $211K | Sell |
1,989
-210
| -10% | -$22.3K | 0.16% | 64 |
|
|
2019
Q4 | $282K | Hold |
2,199
| – | – | 0.23% | 53 |
|
|
2019
Q3 | $306K | Hold |
2,199
| – | – | 0.23% | 50 |
|
|
2019
Q2 | $290K | Hold |
2,199
| – | – | 0.22% | 51 |
|
|
2019
Q1 | $297K | Hold |
2,199
| – | – | 0.24% | 50 |
|
|
2018
Q4 | $239K | Buy |
+2,199
| New | +$239K | 0.27% | 52 |
|