USA Financial Formulas’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
770
-143
| -16% | -$42.2K | 0.04% | 130 |
|
|
2025
Q1 | $227K | Buy |
+913
| New | +$227K | 0.04% | 125 |
|
|
2024
Q1 | – | Sell |
-9
| Closed | -$1.47K | – | 359 |
|
|
2023
Q4 | $1.47K | Hold |
9
| – | – | ﹤0.01% | 311 |
|
|
2023
Q3 | $1.26K | Hold |
9
| – | – | ﹤0.01% | 385 |
|
|
2023
Q2 | $1.2K | Hold |
9
| – | – | ﹤0.01% | 357 |
|
|
2023
Q1 | $1.18K | Buy |
+9
| New | +$1.18K | ﹤0.01% | 280 |
|
|
2022
Q3 | $1.21M | Buy |
10,203
+10,193
| +101,930% | +$1.21M | 1.91% | 16 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 268 |
|
|
2022
Q1 | $1K | Sell |
10
-4
| -29% | -$400 | ﹤0.01% | 303 |
|
|
2021
Q4 | $2K | Sell |
14
-6,915
| -100% | -$988K | ﹤0.01% | 264 |
|
|
2021
Q3 | $920K | Sell |
6,929
-62
| -0.9% | -$8.23K | 0.82% | 62 |
|
|
2021
Q2 | $980K | Buy |
6,991
+6,922
| +10,032% | +$970K | 0.82% | 55 |
|
|
2021
Q1 | $9K | Buy |
69
+3
| +5% | +$391 | 0.01% | 213 |
|
|
2020
Q4 | $8K | Buy |
66
+31
| +89% | +$3.76K | 0.01% | 189 |
|
|
2020
Q3 | $4K | Buy |
35
+4
| +13% | +$457 | ﹤0.01% | 180 |
|
|
2020
Q2 | $4K | Buy |
31
+9
| +41% | +$1.16K | ﹤0.01% | 99 |
|
|
2020
Q1 | $2K | Buy |
22
+4
| +22% | +$364 | ﹤0.01% | 175 |
|
|
2019
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 201 |
|