Strategic Financial Concepts’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1,000K | Sell |
3,391
-5,984
| -64% | -$1.76M | 0.14% | 86 |
|
|
2025
Q1 | $2.33M | Buy |
9,375
+5,632
| +150% | +$1.4M | 0.44% | 61 |
|
|
2024
Q4 | $823K | Buy |
3,743
+765
| +26% | +$168K | 0.16% | 134 |
|
|
2024
Q3 | $658K | Sell |
2,978
-469,404
| -99% | -$104M | 0.21% | 96 |
|
|
2024
Q2 | $106K | Buy |
472,382
+468,567
| +12,282% | +$105K | 0.06% | 176 |
|
|
2024
Q1 | $729K | Buy |
+3,815
| New | +$729K | 0.18% | 129 |
|
|
2023
Q4 | – | Sell |
-3,344
| Closed | -$469K | – | 194 |
|
|
2023
Q3 | $469K | Buy |
3,344
+1,456
| +77% | +$204K | 0.16% | 142 |
|
|
2023
Q2 | $253K | Buy |
1,888
+62
| +3% | +$8.3K | 0.09% | 194 |
|
|
2023
Q1 | $239K | Buy |
+1,826
| New | +$239K | 0.1% | 190 |
|