CSC
Caldwell Sutter Capital’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
8,839
-132
| -1% | -$38.9K | 1.19% | 15 |
|
|
2025
Q1 | $2.23M | Sell |
8,971
-253
| -3% | -$62.9K | 1.06% | 18 |
|
|
2024
Q4 | $2.03M | Buy |
9,224
+418
| +5% | +$91.9K | 0.94% | 22 |
|
|
2024
Q3 | $1.95M | Sell |
8,806
-848
| -9% | -$187K | 0.91% | 26 |
|
|
2024
Q2 | $1.67M | Sell |
9,654
-630
| -6% | -$109K | 0.83% | 28 |
|
|
2024
Q1 | $1.96M | Sell |
10,284
-454
| -4% | -$86.7K | 0.95% | 19 |
|
|
2023
Q4 | $1.76M | Sell |
10,738
-542
| -5% | -$88.6K | 0.89% | 22 |
|
|
2023
Q3 | $1.58M | Sell |
11,280
-388
| -3% | -$54.4K | 0.88% | 24 |
|
|
2023
Q2 | $1.56M | Buy |
11,668
+3,225
| +38% | +$432K | 0.82% | 27 |
|
|
2023
Q1 | $1.11M | Buy |
8,443
+2,656
| +46% | +$348K | 0.81% | 29 |
|
|
2022
Q4 | $815K | Buy |
+5,787
| New | +$815K | 0.72% | 40 |
|