Wealthstar 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 | $758K | Sell |
2,572
-682
| -21% | -$201K | 0.29% | 62 |
|
|
2025
Q1 | $809K | Buy |
3,254
+97
| +3% | +$24.1K | 0.37% | 62 |
|
|
2024
Q4 | $694K | Buy |
+3,157
| New | +$694K | 0.3% | 58 |
|
|
2024
Q2 | – | Sell |
-8,441
| Closed | -$1.61M | – | 72 |
|
|
2024
Q1 | $1.61M | Sell |
8,441
-339
| -4% | -$64.7K | 0.56% | 25 |
|
|
2023
Q4 | $1.44M | Buy |
+8,780
| New | +$1.44M | 0.23% | 26 |
|