Williams 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 | $277K | Buy |
941
+94
| +11% | +$27.7K | 0.3% | 9 |
|
|
2025
Q1 | $211K | Buy |
+847
| New | +$211K | 0.15% | 15 |
|
|
2021
Q3 | – | Sell |
-1,674
| Closed | -$235K | – | 40 |
|
|
2021
Q2 | $235K | Buy |
1,674
+31
| +2% | +$4.35K | 0.19% | 43 |
|
|
2021
Q1 | $209K | Buy |
+1,643
| New | +$209K | 0.18% | 46 |
|