Wilson & Boucher Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Hold |
2,325
| – | – | 0.48% | 58 |
|
|
2025
Q1 | $578K | Sell |
2,325
-100
| -4% | -$24.9K | 0.43% | 65 |
|
|
2024
Q4 | $533K | Sell |
2,425
-77
| -3% | -$16.9K | 0.38% | 71 |
|
|
2024
Q3 | $553K | Sell |
2,502
-50
| -2% | -$11.1K | 0.38% | 68 |
|
|
2024
Q2 | $441K | Hold |
2,552
| – | – | 0.34% | 78 |
|
|
2024
Q1 | $487K | Sell |
2,552
-48
| -2% | -$9.17K | 0.38% | 70 |
|
|
2023
Q4 | $425K | Hold |
2,600
| – | – | 0.36% | 74 |
|
|
2023
Q3 | $365K | Sell |
2,600
-300
| -10% | -$42.1K | 0.35% | 74 |
|
|
2023
Q2 | $388K | Hold |
2,900
| – | – | 0.35% | 71 |
|
|
2023
Q1 | $380K | Buy |
2,900
+22
| +0.8% | +$2.88K | 0.37% | 73 |
|
|
2022
Q4 | $406K | Hold |
2,878
| – | – | 0.42% | 65 |
|
|
2022
Q3 | $342K | Sell |
2,878
-48
| -2% | -$5.7K | 0.4% | 71 |
|
|
2022
Q2 | $413K | Hold |
2,926
| – | – | 0.45% | 68 |
|
|
2022
Q1 | $380K | Hold |
2,926
| – | – | 0.34% | 76 |
|
|
2021
Q4 | $391K | Buy |
+2,926
| New | +$391K | 0.35% | 75 |
|