Waterloo Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
8,338
+3,217
| +63% | +$948K | 0.2% | 117 |
|
|
2025
Q1 | $1.27M | Buy |
5,121
+861
| +20% | +$214K | 0.12% | 158 |
|
|
2024
Q4 | $936K | Sell |
4,260
-1,518
| -26% | -$334K | 0.1% | 169 |
|
|
2024
Q3 | $1.28M | Buy |
5,778
+4,514
| +357% | +$998K | 0.14% | 146 |
|
|
2024
Q2 | $219K | Sell |
1,264
-370
| -23% | -$64K | 0.03% | 324 |
|
|
2024
Q1 | $312K | Sell |
1,634
-1,467
| -47% | -$280K | 0.04% | 287 |
|
|
2023
Q4 | $507K | Buy |
+3,101
| New | +$507K | 0.08% | 210 |
|
|
2020
Q1 | $281K | Buy |
+2,654
| New | +$281K | 0.2% | 109 |
|