Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,833
Closed -$317K 84
2024
Q2
$317K Buy
1,833
+215
+13% +$37.4K 0.24% 67
2024
Q1
$309K Sell
1,618
-311
-16% -$56.7K 0.2% 83
2023
Q4
$315K Sell
1,929
-292
-13% -$44.1K 0.21% 78
2023
Q3
$312K Sell
2,221
-191
-8% -$27.2K 0.21% 81
2023
Q2
$323K Sell
2,412
-292
-11% -$37.7K 0.19% 89
2023
Q1
$354K Buy
2,704
+373
+16% +$49.9K 0.2% 77
2022
Q4
$328K Buy
+2,331
New +$322K 0.19% 82
2021
Q1
Sell
-442
Closed -$53K 775
2020
Q4
$53K Buy
+442
New +$51.1K ﹤0.01% 414

Other funds holding IBM