Wallace Advisory 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 | $365K | Sell |
1,468
-2,227
| -60% | -$554K | 0.26% | 114 |
|
|
2025
Q1 | $812K | Buy |
3,695
+3
| +0.1% | +$659 | 0.56% | 47 |
|
|
2024
Q4 | $816K | Buy |
3,692
+538
| +17% | +$119K | 0.56% | 47 |
|
|
2024
Q3 | $545K | Hold |
3,154
| – | – | 0.4% | 61 |
|
|
2024
Q2 | $545K | Sell |
3,154
-855
| -21% | -$148K | 0.39% | 62 |
|
|
2024
Q1 | $656K | Sell |
4,009
-79
| -2% | -$12.9K | 0.49% | 49 |
|
|
2023
Q4 | $574K | Buy |
4,088
+95
| +2% | +$13.3K | 0.45% | 45 |
|
|
2023
Q3 | $534K | Buy |
3,993
+32
| +0.8% | +$4.28K | 0.38% | 61 |
|
|
2023
Q2 | $519K | Hold |
3,961
| – | – | 0.4% | 67 |
|
|
2023
Q1 | $519K | Buy |
3,961
+52
| +1% | +$6.82K | 0.4% | 67 |
|
|
2022
Q4 | $551K | Buy |
+3,909
| New | +$551K | 0.43% | 54 |
|