Summit Wealth Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
1,021
-6
| -0.6% | -$1.77K | 0.08% | 90 |
|
|
2025
Q1 | $255K | Buy |
1,027
+13
| +1% | +$3.23K | 0.07% | 88 |
|
|
2024
Q4 | $223K | Buy |
1,014
+3
| +0.3% | +$660 | 0.06% | 95 |
|
|
2024
Q3 | $223K | Buy |
+1,011
| New | +$223K | 0.06% | 92 |
|
|
2023
Q2 | – | Sell |
-81,134
| Closed | -$1K | – | 160 |
|
|
2023
Q1 | $1K | Buy |
+81,134
| New | +$1K | 0.02% | 122 |
|