Westshore Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Sell |
1,700
-100
| -6% | -$29.5K | 0.19% | 44 |
|
|
2025
Q1 | $448K | Hold |
1,800
| – | – | 0.19% | 47 |
|
|
2024
Q4 | $396K | Hold |
1,800
| – | – | 0.16% | 50 |
|
|
2024
Q3 | $398K | Hold |
1,800
| – | – | 0.16% | 51 |
|
|
2024
Q2 | $311K | Buy |
1,800
+400
| +29% | +$69.2K | 0.13% | 61 |
|
|
2024
Q1 | $267K | Sell |
1,400
-100
| -7% | -$19.1K | 0.11% | 74 |
|
|
2023
Q4 | $245K | Sell |
1,500
-200
| -12% | -$32.7K | 0.11% | 76 |
|
|
2023
Q3 | $239K | Sell |
1,700
-1,200
| -41% | -$168K | 0.13% | 73 |
|
|
2023
Q2 | $388K | Sell |
2,900
-709
| -20% | -$94.9K | 0.2% | 46 |
|
|
2023
Q1 | $473K | Buy |
3,609
+309
| +9% | +$40.5K | 0.25% | 44 |
|
|
2022
Q4 | $465K | Hold |
3,300
| – | – | 0.26% | 43 |
|
|
2022
Q3 | $392K | Sell |
3,300
-200
| -6% | -$23.8K | 0.27% | 40 |
|
|
2022
Q2 | $494K | Buy |
+3,500
| New | +$494K | 0.32% | 34 |
|
|
2019
Q4 | $623K | Buy |
+4,864
| New | +$623K | 0.69% | 24 |
|