Warner 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 | $2.27M | Buy |
7,703
+2
| +0% | +$590 | 0.94% | 29 |
|
|
2025
Q1 | $1.92M | Buy |
7,701
+467
| +6% | +$116K | 0.85% | 29 |
|
|
2024
Q4 | $1.59M | Buy |
7,234
+28
| +0.4% | +$6.15K | 0.68% | 31 |
|
|
2024
Q3 | $1.59M | Buy |
7,206
+4
| +0.1% | +$884 | 0.71% | 31 |
|
|
2024
Q2 | $1.25M | Buy |
7,202
+4
| +0.1% | +$692 | 0.61% | 34 |
|
|
2024
Q1 | $1.38M | Buy |
7,198
+4
| +0.1% | +$764 | 0.69% | 33 |
|
|
2023
Q4 | $1.18M | Buy |
7,194
+4
| +0.1% | +$654 | 0.66% | 33 |
|
|
2023
Q3 | $1.01M | Buy |
7,190
+5
| +0.1% | +$702 | 0.67% | 34 |
|
|
2023
Q2 | $961K | Buy |
7,185
+5
| +0.1% | +$669 | 0.62% | 35 |
|
|
2023
Q1 | $941K | Buy |
7,180
+5
| +0.1% | +$655 | 0.65% | 37 |
|
|
2022
Q4 | $1.01M | Buy |
7,175
+4
| +0.1% | +$564 | 0.77% | 33 |
|
|
2022
Q3 | $852K | Buy |
7,171
+5
| +0.1% | +$594 | 0.69% | 33 |
|
|
2022
Q2 | $1.01M | Buy |
7,166
+5,807
| +427% | +$820K | 0.93% | 26 |
|
|
2022
Q1 | $931K | Buy |
1,359
+5
| +0.4% | +$3.43K | 0.75% | 30 |
|
|
2021
Q4 | $181K | Buy |
+1,354
| New | +$181K | 0.15% | 79 |
|