Taylor Financial 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 | $367K | Hold |
1,245
| – | – | 0.23% | 78 |
|
|
2025
Q1 | $310K | Hold |
1,245
| – | – | 0.22% | 78 |
|
|
2024
Q4 | $274K | Sell |
1,245
-30
| -2% | -$6.6K | 0.19% | 79 |
|
|
2024
Q3 | $282K | Hold |
1,275
| – | – | 0.19% | 80 |
|
|
2024
Q2 | $221K | Hold |
1,275
| – | – | 0.17% | 82 |
|
|
2024
Q1 | $243K | Hold |
1,275
| – | – | 0.19% | 81 |
|
|
2023
Q4 | $209K | Buy |
+1,275
| New | +$209K | 0.17% | 86 |
|