Union Heritage Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
1,070
| – | – | 0.11% | 61 |
|
|
2025
Q1 | $266K | Hold |
1,070
| – | – | 0.1% | 62 |
|
|
2024
Q4 | $235K | Hold |
1,070
| – | – | 0.09% | 57 |
|
|
2024
Q3 | $237K | Hold |
1,070
| – | – | 0.09% | 57 |
|
|
2024
Q2 | $185K | Hold |
1,070
| – | – | 0.07% | 57 |
|
|
2024
Q1 | $204K | Buy |
+1,070
| New | +$204K | 0.08% | 57 |
|
|
2022
Q1 | – | Sell |
-4,470
| Closed | -$597K | – | 56 |
|
|
2021
Q4 | $597K | Sell |
4,470
-206
| -4% | -$27.5K | 0.28% | 56 |
|
|
2021
Q3 | $621K | Sell |
4,676
-1,882
| -29% | -$250K | 0.29% | 57 |
|
|
2021
Q2 | $919K | Hold |
6,558
| – | – | 0.43% | 54 |
|
|
2021
Q1 | $835K | Buy |
+6,558
| New | +$835K | 0.42% | 56 |
|