Whelan Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
1,525
+36
| +2% | +$10.6K | 0.16% | 47 |
|
|
2025
Q1 | $370K | Sell |
1,489
-59
| -4% | -$14.7K | 0.14% | 45 |
|
|
2024
Q4 | $340K | Buy |
1,548
+238
| +18% | +$52.3K | 0.13% | 39 |
|
|
2024
Q3 | $290K | Buy |
1,310
+56
| +4% | +$12.4K | 0.12% | 36 |
|
|
2024
Q2 | $217K | Sell |
1,254
-60
| -5% | -$10.4K | 0.1% | 39 |
|
|
2024
Q1 | $251K | Buy |
+1,314
| New | +$251K | 0.11% | 36 |
|