Tyler-Stone 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 | $895K | Sell |
3,035
-1
| -0% | -$295 | 0.14% | 131 |
|
|
2025
Q1 | $755K | Buy |
3,036
+24
| +0.8% | +$5.97K | 0.14% | 139 |
|
|
2024
Q4 | $662K | Buy |
3,012
+584
| +24% | +$128K | 0.12% | 159 |
|
|
2024
Q3 | $537K | Buy |
2,428
+1,332
| +122% | +$294K | 0.1% | 180 |
|
|
2024
Q2 | $190K | Hold |
1,096
| – | – | 0.08% | 195 |
|
|
2024
Q1 | $209K | Buy |
1,096
+322
| +42% | +$61.5K | 0.09% | 187 |
|
|
2023
Q4 | $127K | Buy |
774
+322
| +71% | +$52.7K | 0.06% | 233 |
|
|
2023
Q3 | $63K | Hold |
452
| – | – | 0.04% | 309 |
|
|
2023
Q2 | $60K | Buy |
+452
| New | +$60K | 0.03% | 317 |
|
|
2022
Q4 | $64K | Hold |
452
| – | – | 0.04% | 281 |
|
|
2022
Q3 | $54K | Sell |
452
-552
| -55% | -$65.9K | 0.04% | 291 |
|
|
2022
Q2 | $142K | Hold |
1,004
| – | – | 0.09% | 188 |
|
|
2022
Q1 | $131K | Sell |
1,004
-35
| -3% | -$4.57K | 0.07% | 225 |
|
|
2021
Q4 | $139K | Buy |
+1,039
| New | +$139K | 0.07% | 226 |
|