Widmann Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Sell |
15,038
-51
| -0.3% | -$15K | 3.09% | 7 |
|
|
2025
Q1 | $3.75M | Buy |
15,089
+293
| +2% | +$72.9K | 2.91% | 9 |
|
|
2024
Q4 | $3.25M | Sell |
14,796
-138
| -0.9% | -$30.3K | 2.52% | 10 |
|
|
2024
Q3 | $3.3M | Sell |
14,934
-46
| -0.3% | -$10.2K | 2.5% | 11 |
|
|
2024
Q2 | $2.59M | Buy |
14,980
+270
| +2% | +$46.7K | 2.11% | 10 |
|
|
2024
Q1 | $2.81M | Sell |
14,710
-542
| -4% | -$103K | 2.36% | 11 |
|
|
2023
Q4 | $2.49M | Sell |
15,252
-17
| -0.1% | -$2.78K | 2.25% | 11 |
|
|
2023
Q3 | $2.14M | Sell |
15,269
-91
| -0.6% | -$12.8K | 2.13% | 13 |
|
|
2023
Q2 | $2.06M | Buy |
15,360
+253
| +2% | +$33.9K | 1.97% | 14 |
|
|
2023
Q1 | $1.98M | Sell |
15,107
-43
| -0.3% | -$5.64K | 2% | 15 |
|
|
2022
Q4 | $2.13M | Buy |
15,150
+145
| +1% | +$20.4K | 2.23% | 13 |
|
|
2022
Q3 | $1.78M | Buy |
15,005
+742
| +5% | +$88.2K | 1.97% | 16 |
|
|
2022
Q2 | $2.01M | Buy |
14,263
+401
| +3% | +$56.6K | 2.08% | 16 |
|
|
2022
Q1 | $1.8M | Buy |
13,862
+580
| +4% | +$75.4K | 1.6% | 19 |
|
|
2021
Q4 | $1.78M | Buy |
+13,282
| New | +$1.78M | 1.46% | 20 |
|