Cahill Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
4,118
-357
| -8% | -$105K | 0.15% | 102 |
|
|
2025
Q1 | $1.11M | Sell |
4,475
-41
| -0.9% | -$10.2K | 0.15% | 106 |
|
|
2024
Q4 | $993K | Sell |
4,516
-770
| -15% | -$169K | 0.13% | 118 |
|
|
2024
Q3 | $1.17M | Sell |
5,286
-347
| -6% | -$76.7K | 0.16% | 101 |
|
|
2024
Q2 | $974K | Sell |
5,633
-481
| -8% | -$83.2K | 0.13% | 125 |
|
|
2024
Q1 | $1.17M | Sell |
6,114
-1,219
| -17% | -$233K | 0.16% | 111 |
|
|
2023
Q4 | $1.2M | Sell |
7,333
-2,644
| -27% | -$432K | 0.18% | 106 |
|
|
2023
Q3 | $1.4M | Sell |
9,977
-786
| -7% | -$110K | 0.23% | 89 |
|
|
2023
Q2 | $1.44M | Buy |
10,763
+780
| +8% | +$104K | 0.23% | 90 |
|
|
2023
Q1 | $1.31M | Sell |
9,983
-1,342
| -12% | -$176K | 0.23% | 97 |
|
|
2022
Q4 | $1.6M | Sell |
11,325
-1,318
| -10% | -$186K | 0.31% | 72 |
|
|
2022
Q3 | $1.5M | Buy |
12,643
+299
| +2% | +$35.5K | 0.32% | 72 |
|
|
2022
Q2 | $1.74M | Buy |
12,344
+632
| +5% | +$89.2K | 0.37% | 65 |
|
|
2022
Q1 | $1.52M | Buy |
11,712
+425
| +4% | +$55.3K | 0.29% | 80 |
|
|
2021
Q4 | $1.51M | Sell |
11,287
-300
| -3% | -$40.1K | 0.29% | 80 |
|
|
2021
Q3 | $1.54M | Buy |
11,587
+641
| +6% | +$85.1K | 0.32% | 69 |
|
|
2021
Q2 | $1.53M | Sell |
10,946
-50
| -0.5% | -$7.01K | 0.35% | 69 |
|
|
2021
Q1 | $1.4M | Buy |
10,996
+961
| +10% | +$122K | 0.34% | 67 |
|
|
2020
Q4 | $1.21M | Sell |
10,035
-19
| -0.2% | -$2.29K | 0.3% | 70 |
|
|
2020
Q3 | $1.17M | Buy |
10,054
+323
| +3% | +$37.6K | 0.42% | 58 |
|
|
2020
Q2 | $1.12M | Buy |
9,731
+357
| +4% | +$41.2K | 0.43% | 55 |
|
|
2020
Q1 | $995K | Buy |
9,374
+2,576
| +38% | +$273K | 0.46% | 55 |
|
|
2019
Q4 | $872K | Buy |
6,798
+1,530
| +29% | +$196K | 0.32% | 79 |
|
|
2019
Q3 | $733K | Buy |
5,268
+770
| +17% | +$107K | 0.29% | 86 |
|
|
2019
Q2 | $593K | Buy |
4,498
+1,267
| +39% | +$167K | 0.24% | 92 |
|
|
2019
Q1 | $436K | Buy |
+3,231
| New | +$436K | 0.18% | 102 |
|