West Michigan 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 | $1.45M | Sell |
4,903
-3
| -0.1% | -$884 | 0.41% | 51 |
|
|
2025
Q1 | $1.22M | Sell |
4,906
-31
| -0.6% | -$7.71K | 0.4% | 52 |
|
|
2024
Q4 | $1.09M | Sell |
4,937
-193
| -4% | -$42.4K | 0.33% | 57 |
|
|
2024
Q3 | $1.13M | Buy |
5,130
+2,238
| +77% | +$495K | 0.34% | 59 |
|
|
2024
Q2 | $500K | Buy |
2,892
+53
| +2% | +$9.17K | 0.16% | 98 |
|
|
2024
Q1 | $542K | Buy |
2,839
+231
| +9% | +$44.1K | 0.18% | 91 |
|
|
2023
Q4 | $427K | Buy |
2,608
+621
| +31% | +$102K | 0.16% | 86 |
|
|
2023
Q3 | $279K | Sell |
1,987
-26
| -1% | -$3.65K | 0.15% | 108 |
|
|
2023
Q2 | $269K | Buy |
2,013
+85
| +4% | +$11.4K | 0.11% | 167 |
|
|
2023
Q1 | $253K | Buy |
1,928
+124
| +7% | +$16.3K | 0.14% | 115 |
|
|
2022
Q4 | $254K | Buy |
1,804
+100
| +6% | +$14.1K | 0.19% | 89 |
|
|
2022
Q3 | $203K | Buy |
1,704
+29
| +2% | +$3.46K | 0.18% | 100 |
|
|
2022
Q2 | $236K | Buy |
1,675
+24
| +1% | +$3.38K | 0.2% | 93 |
|
|
2022
Q1 | $215K | Sell |
1,651
-1,767
| -52% | -$230K | 0.15% | 119 |
|
|
2021
Q4 | $457K | Buy |
+3,418
| New | +$457K | 0.34% | 59 |
|