United Advisor Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
4,664
+243
| +5% | +$71.6K | 0.24% | 105 |
|
|
2025
Q1 | $1.1M | Sell |
4,421
-1,246
| -22% | -$310K | 0.23% | 107 |
|
|
2024
Q4 | $1.25M | Sell |
5,667
-185
| -3% | -$40.7K | 0.25% | 99 |
|
|
2024
Q3 | $1.29M | Buy |
5,852
+2,765
| +90% | +$611K | 0.29% | 88 |
|
|
2024
Q2 | $534K | Buy |
3,087
+195
| +7% | +$33.7K | 0.17% | 127 |
|
|
2024
Q1 | $552K | Sell |
2,892
-202
| -7% | -$38.6K | 0.21% | 107 |
|
|
2023
Q4 | $509K | Buy |
+3,094
| New | +$509K | 0.61% | 32 |
|