Teamwork Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $900K | Buy |
3,055
+5
| +0.2% | +$1.47K | 0.1% | 93 |
|
2025
Q1 | $759K | Sell |
3,050
-57
| -2% | -$14.2K | 0.1% | 89 |
|
2024
Q4 | $683K | Sell |
3,107
-3,703
| -54% | -$814K | 0.09% | 94 |
|
2024
Q3 | $1.51M | Sell |
6,810
-703
| -9% | -$155K | 0.21% | 62 |
|
2024
Q2 | $1.3M | Buy |
7,513
+1,306
| +21% | +$226K | 0.19% | 67 |
|
2024
Q1 | $1.19M | Buy |
6,207
+32
| +0.5% | +$6.11K | 0.18% | 68 |
|
2023
Q4 | $1.01M | Sell |
6,175
-13
| -0.2% | -$2.13K | 0.17% | 65 |
|
2023
Q3 | $868K | Buy |
6,188
+198
| +3% | +$27.8K | 0.14% | 95 |
|
2023
Q2 | $802K | Buy |
5,990
+109
| +2% | +$14.6K | 0.13% | 96 |
|
2023
Q1 | $771K | Buy |
5,881
+1,064
| +22% | +$139K | 0.14% | 92 |
|
2022
Q4 | $679K | Buy |
+4,817
| New | +$679K | 0.14% | 98 |
|
2022
Q1 | – | Sell |
-2,078
| Closed | -$278K | – | 286 |
|
2021
Q4 | $278K | Buy |
+2,078
| New | +$278K | 0.05% | 245 |
|