Wescott Financial 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 | $718K | Buy |
2,436
+14
| +0.6% | +$4.13K | 0.07% | 104 |
|
|
2025
Q1 | $602K | Buy |
2,422
+59
| +2% | +$14.7K | 0.06% | 103 |
|
|
2024
Q4 | $519K | Buy |
2,363
+101
| +4% | +$22.2K | 0.05% | 110 |
|
|
2024
Q3 | $500K | Buy |
2,262
+17
| +0.8% | +$3.76K | 0.05% | 113 |
|
|
2024
Q2 | $388K | Buy |
2,245
+650
| +41% | +$112K | 0.05% | 128 |
|
|
2024
Q1 | $305K | Buy |
1,595
+60
| +4% | +$11.5K | 0.04% | 136 |
|
|
2023
Q4 | $251K | Buy |
1,535
+3
| +0.2% | +$491 | 0.04% | 145 |
|
|
2023
Q3 | $215K | Buy |
1,532
+3
| +0.2% | +$421 | 0.04% | 146 |
|
|
2023
Q2 | $205K | Buy |
+1,529
| New | +$205K | 0.04% | 153 |
|