Surience Private Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,730
| Closed | -$3.48M | – | 27 |
|
|
2024
Q3 | $3.48M | Buy |
+15,730
| New | +$3.48M | 3.56% | 10 |
|
|
2024
Q2 | – | Sell |
-20,497
| Closed | -$3.91M | – | 33 |
|
|
2024
Q1 | $3.91M | Buy |
+20,497
| New | +$3.91M | 3.71% | 11 |
|
|
2023
Q1 | – | Sell |
-20,324
| Closed | -$2.86M | – | 20 |
|
|
2022
Q4 | $2.86M | Sell |
20,324
-7,412
| -27% | -$1.04M | 3.8% | 12 |
|
|
2022
Q3 | $3.3M | Buy |
+27,736
| New | +$3.3M | 8.46% | 7 |
|