Well Done LLC’s IBM IBM Stock Holding History

Well Done LLC’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$308K	Buy	1,046 +1	+0.1%	+$295	0.06%	137
2025 Q1	$230K	Buy	1,045 +6	+0.6%	+$1.32K	0.04%	162
2024 Q4	$230K	Hold	1,039	–	–	0.04%	163
2024 Q3	$230K	Buy	+1,039	New	+$230K	0.04%	164
2024 Q2	–	Sell	-1,072	Closed	-$205K	–	185
2024 Q1	$205K	Sell	1,072 -384	-26%	-$73.3K	0.04%	181
2023 Q4	$238K	Buy	1,456 +19	+1%	+$3.11K	0.05%	163
2023 Q3	$202K	Buy	+1,437	New	+$202K	0.04%	155
2023 Q2	–	Sell	-1,622	Closed	-$213K	–	175
2023 Q1	$213K	Buy	1,622 +4	+0.2%	+$524	0.05%	162
2022 Q4	$228K	Buy	+1,618	New	+$228K	0.05%	163
2022 Q3	–	Sell	-2,222	Closed	-$314K	–	169
2022 Q2	$314K	Hold	2,222	–	–	0.07%	126
2022 Q1	$289K	Sell	2,222 -500	-18%	-$65K	0.06%	148
2021 Q4	$364K	Buy	2,722 +20	+0.7%	+$2.68K	0.07%	126
2021 Q3	$359K	Buy	2,702 +130	+5%	+$17.3K	0.08%	124
2021 Q2	$360K	Sell	2,572 -6	-0.2%	-$840	0.08%	123
2021 Q1	$328K	Sell	2,578 -8	-0.3%	-$1.02K	0.08%	127
2020 Q4	$311K	Buy	+2,586	New	+$311K	0.08%	117
2020 Q3	–	Sell	-1,833	Closed	-$212K	–	142
2020 Q2	$212K	Buy	+1,833	New	+$212K	0.06%	140
2020 Q1	–	Sell	-1,833	Closed	-$235K	–	143
2019 Q4	$235K	Sell	1,833 -833	-31%	-$107K	0.05%	136
2019 Q3	$371K	Hold	2,666	–	–	0.09%	101
2019 Q2	$352K	Buy	2,666 +197	+8%	+$26K	0.08%	107
2019 Q1	$333K	Sell	2,469 -205	-8%	-$27.6K	0.08%	108
2018 Q4	$291K	Buy	2,674 +205	+8%	+$22.3K	0.08%	110
2018 Q3	$357K	Hold	2,469	–	–	0.1%	97
2018 Q2	$329K	Hold	2,469	–	–	0.1%	95
2018 Q1	$362K	Hold	2,469	–	–	0.11%	82
2017 Q4	$363K	Hold	2,469	–	–	0.12%	88
2017 Q3	$342K	Hold	2,469	–	–	0.1%	97
2017 Q2	$363K	Buy	2,469 +834	+51%	+$123K	0.13%	72
2017 Q1	$272K	Hold	1,635	–	–	0.1%	88
2016 Q4	$259K	Hold	1,635	–	–	0.1%	80
2016 Q3	$248	Hold	1,635	–	–	0.09%	73
2016 Q2	$237K	Hold	1,635	–	–	0.09%	76
2016 Q1	$237K	Hold	1,635	–	–	0.09%	73
2015 Q4	$215K	Buy	+1,635	New	+$215K	0.08%	81