West Financial 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 | $226K | Hold |
766
| – | – | 0.04% | 55 |
|
|
2025
Q1 | $190K | Hold |
766
| – | – | 0.04% | 61 |
|
|
2024
Q4 | $168K | Buy |
+766
| New | +$168K | 0.03% | 64 |
|
|
2023
Q4 | – | Sell |
-38
| Closed | -$5.33K | – | 180 |
|
|
2023
Q3 | $5.33K | Buy |
+38
| New | +$5.33K | ﹤0.01% | 152 |
|
|
2022
Q2 | – | Sell |
-41
| Closed | -$5K | – | 178 |
|
|
2022
Q1 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 166 |
|
|
2021
Q2 | – | Sell |
-13
| Closed | -$2K | – | 150 |
|
|
2021
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 142 |
|