Total Clarity Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
1,634
-152
| -9% | -$44.8K | 0.14% | 161 |
|
|
2025
Q1 | $393K | Hold |
1,786
| – | – | 0.13% | 168 |
|
|
2024
Q4 | $393K | Buy |
1,786
+47
| +3% | +$10.3K | 0.13% | 170 |
|
|
2024
Q3 | $384K | Sell |
1,739
-11
| -0.6% | -$2.43K | 0.12% | 167 |
|
|
2024
Q2 | $303K | Sell |
1,750
-22
| -1% | -$3.81K | 0.11% | 186 |
|
|
2024
Q1 | $338K | Buy |
1,772
+83
| +5% | +$15.9K | 0.12% | 189 |
|
|
2023
Q4 | $276K | Sell |
1,689
-1,558
| -48% | -$255K | 0.11% | 184 |
|
|
2023
Q3 | $456K | Buy |
3,247
+39
| +1% | +$5.47K | 0.22% | 119 |
|
|
2023
Q2 | $429K | Buy |
3,208
+1,616
| +102% | +$216K | 0.21% | 120 |
|
|
2023
Q1 | $209K | Buy |
+1,592
| New | +$209K | 0.11% | 166 |
|
|
2022
Q3 | – | Sell |
-260
| Closed | -$37K | – | 558 |
|
|
2022
Q2 | $37K | Buy |
+260
| New | +$37K | 0.02% | 450 |
|
|
2022
Q1 | – | Sell |
-255
| Closed | -$34K | – | 515 |
|
|
2021
Q4 | $34K | Buy |
255
+213
| +507% | +$28.4K | 0.02% | 466 |
|
|
2021
Q3 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 781 |
|