Values Added Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $901K | Buy |
3,055
+1,129
| +59% | +$333K | 0.44% | 46 |
|
|
2025
Q1 | $479K | Buy |
1,926
+96
| +5% | +$23.9K | 0.27% | 68 |
|
|
2024
Q4 | $402K | Sell |
1,830
-211
| -10% | -$46.4K | 0.23% | 75 |
|
|
2024
Q3 | $451K | Buy |
2,041
+11
| +0.5% | +$2.43K | 0.28% | 61 |
|
|
2024
Q2 | $351K | Buy |
2,030
+105
| +5% | +$18.2K | 0.25% | 64 |
|
|
2024
Q1 | $368K | Buy |
1,925
+6
| +0.3% | +$1.15K | 0.29% | 61 |
|
|
2023
Q4 | $314K | Buy |
1,919
+27
| +1% | +$4.42K | 0.26% | 63 |
|
|
2023
Q3 | $265K | Buy |
1,892
+289
| +18% | +$40.5K | 0.24% | 67 |
|
|
2023
Q2 | $214K | Buy |
+1,603
| New | +$214K | 0.2% | 76 |
|