Wills Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,840
| Closed | -$679K | – | 61 |
|
|
2023
Q3 | $679K | Sell |
4,840
-1,690
| -26% | -$237K | 0.37% | 48 |
|
|
2023
Q2 | $874K | Sell |
6,530
-6
| -0.1% | -$803 | 0.44% | 40 |
|
|
2023
Q1 | $857K | Buy |
6,536
+150
| +2% | +$19.7K | 0.46% | 41 |
|
|
2022
Q4 | $900K | Hold |
6,386
| – | – | 0.5% | 38 |
|
|
2022
Q3 | $759K | Hold |
6,386
| – | – | 0.42% | 38 |
|
|
2022
Q2 | $902K | Sell |
6,386
-155
| -2% | -$21.9K | 0.44% | 40 |
|
|
2022
Q1 | $850K | Buy |
6,541
+155
| +2% | +$20.1K | 0.36% | 43 |
|
|
2021
Q4 | $853K | Sell |
6,386
-294
| -4% | -$39.3K | 0.34% | 45 |
|
|
2021
Q3 | $887K | Hold |
6,680
| – | – | 0.4% | 43 |
|
|
2021
Q2 | $936K | Buy |
+6,680
| New | +$936K | 0.41% | 44 |
|