World Equity Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
4,800
+2
| +0% | +$590 | 0.39% | 57 |
|
|
2025
Q1 | $1.18M | Sell |
4,798
-743
| -13% | -$182K | 0.34% | 71 |
|
|
2024
Q4 | $1.22M | Sell |
5,541
-634
| -10% | -$139K | 0.26% | 83 |
|
|
2024
Q3 | $1.37M | Buy |
6,175
+507
| +9% | +$112K | 0.49% | 51 |
|
|
2024
Q2 | $980K | Sell |
5,668
-720
| -11% | -$125K | 0.29% | 92 |
|
|
2024
Q1 | $1.22M | Sell |
6,388
-184
| -3% | -$35.1K | 0.25% | 103 |
|
|
2023
Q4 | $1.07M | Buy |
6,572
+652
| +11% | +$107K | 0.22% | 106 |
|
|
2023
Q3 | $830K | Buy |
5,920
+2,981
| +101% | +$418K | 0.17% | 133 |
|
|
2023
Q2 | $393K | Sell |
2,939
-26,384
| -90% | -$3.53M | 0.12% | 216 |
|
|
2023
Q1 | $699K | Buy |
29,323
+24,915
| +565% | +$594K | 0.1% | 215 |
|
|
2022
Q4 | $621K | Buy |
4,408
+83
| +2% | +$11.7K | 0.15% | 157 |
|
|
2022
Q3 | $514K | Buy |
4,325
+430
| +11% | +$51.1K | 0.13% | 159 |
|
|
2022
Q2 | $550K | Buy |
+3,895
| New | +$550K | 0.14% | 168 |
|