TKG 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 | $7.71M | Buy |
26,162
+13,852
| +113% | +$4.08M | 3.45% | 5 |
|
|
2025
Q1 | $3.06M | Buy |
12,310
+6,274
| +104% | +$1.56M | 1.51% | 24 |
|
|
2024
Q4 | $1.36M | Sell |
6,036
-265
| -4% | -$59.6K | 0.63% | 43 |
|
|
2024
Q3 | $1.39M | Sell |
6,301
-53
| -0.8% | -$11.7K | 0.69% | 40 |
|
|
2024
Q2 | $1.1M | Buy |
+6,354
| New | +$1.1M | 0.6% | 49 |
|
|
2023
Q4 | – | Sell |
-1,590
| Closed | -$223K | – | 102 |
|
|
2023
Q3 | $223K | Buy |
+1,590
| New | +$223K | 0.15% | 94 |
|
|
2022
Q4 | – | Sell |
-6,608
| Closed | -$785K | – | 94 |
|
|
2022
Q3 | $785K | Buy |
6,608
+4,908
| +289% | +$583K | 0.62% | 42 |
|
|
2022
Q2 | $240K | Hold |
1,700
| – | – | 0.21% | 65 |
|
|
2022
Q1 | $221K | Hold |
1,700
| – | – | 0.18% | 81 |
|
|
2021
Q4 | $227K | Buy |
+1,700
| New | +$227K | 0.18% | 79 |
|