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