William B. Walkup & Associates’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Hold
4,407
0.77% 37
2025
Q1
$1.1M Buy
4,407
+207
+5% +$51.5K 0.67% 40
2024
Q4
$923K Hold
4,200
0.58% 45
2024
Q3
$929K Sell
4,200
-118
-3% -$26.1K 0.57% 44
2024
Q2
$747K Buy
+4,318
New +$747K 0.49% 50