Sweet Financial Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $682K | Sell |
3,087
-52
| -2% | -$11.5K | 0.15% | 107 |
|
|
2024
Q2 | $543K | Buy |
3,139
+40
| +1% | +$6.92K | 0.12% | 115 |
|
|
2024
Q1 | $592K | Hold |
3,099
| – | – | 0.14% | 113 |
|
|
2023
Q4 | $507K | Sell |
3,099
-26
| -0.8% | -$4.25K | 0.12% | 120 |
|
|
2023
Q3 | $438K | Buy |
3,125
+522
| +20% | +$73.2K | 0.12% | 115 |
|
|
2023
Q2 | $348K | Buy |
2,603
+26
| +1% | +$3.48K | 0.09% | 132 |
|
|
2023
Q1 | $338K | Hold |
2,577
| – | – | 0.09% | 129 |
|
|
2022
Q4 | $363K | Buy |
2,577
+2
| +0.1% | +$282 | 0.11% | 119 |
|
|
2022
Q3 | $306K | Hold |
2,575
| – | – | 0.1% | 127 |
|
|
2022
Q2 | $364K | Buy |
2,575
+396
| +18% | +$56K | 0.11% | 115 |
|
|
2022
Q1 | $283K | Buy |
+2,179
| New | +$283K | 0.08% | 138 |
|