Willis Johnson & 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 | $768K | Sell |
2,604
-78
| -3% | -$23K | 0.05% | 79 |
|
2025
Q1 | $667K | Buy |
2,682
+17
| +0.6% | +$4.23K | 0.05% | 77 |
|
2024
Q4 | $586K | Sell |
2,665
-497
| -16% | -$109K | 0.05% | 86 |
|
2024
Q3 | $699K | Buy |
3,162
+35
| +1% | +$7.74K | 0.05% | 77 |
|
2024
Q2 | $541K | Buy |
3,127
+1
| +0% | +$173 | 0.04% | 90 |
|
2024
Q1 | $597K | Sell |
3,126
-31
| -1% | -$5.92K | 0.05% | 76 |
|
2023
Q4 | $516K | Buy |
3,157
+436
| +16% | +$71.3K | 0.05% | 74 |
|
2023
Q3 | $382K | Buy |
+2,721
| New | +$382K | 0.04% | 90 |
|