Walkner Condon Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Hold |
2,475
| – | – | 0.13% | 118 |
|
|
2025
Q1 | $615K | Buy |
2,475
+156
| +7% | +$38.8K | 0.12% | 128 |
|
|
2024
Q4 | $510K | Sell |
2,319
-125
| -5% | -$27.5K | 0.1% | 161 |
|
|
2024
Q3 | $540K | Sell |
2,444
-95
| -4% | -$21K | 0.11% | 149 |
|
|
2024
Q2 | $439K | Buy |
2,539
+39
| +2% | +$6.75K | 0.09% | 157 |
|
|
2024
Q1 | $477K | Buy |
2,500
+72
| +3% | +$13.7K | 0.1% | 160 |
|
|
2023
Q4 | $397K | Buy |
2,428
+276
| +13% | +$45.1K | 0.09% | 178 |
|
|
2023
Q3 | $302K | Sell |
2,152
-258
| -11% | -$36.2K | 0.08% | 189 |
|
|
2023
Q2 | $322K | Buy |
2,410
+368
| +18% | +$49.2K | 0.09% | 177 |
|
|
2023
Q1 | $268K | Buy |
2,042
+42
| +2% | +$5.51K | 0.08% | 187 |
|
|
2022
Q4 | $282K | Sell |
2,000
-25
| -1% | -$3.52K | 0.08% | 174 |
|
|
2022
Q3 | $241K | Buy |
2,025
+90
| +5% | +$10.7K | 0.08% | 185 |
|
|
2022
Q2 | $273K | Sell |
1,935
-58
| -3% | -$8.18K | 0.09% | 185 |
|
|
2022
Q1 | $259K | Buy |
+1,993
| New | +$259K | 0.07% | 188 |
|