Callan Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $614K | Buy |
2,471
+601
| +32% | +$149K | 0.05% | 179 |
|
2024
Q4 | $411K | Buy |
1,870
+44
| +2% | +$9.67K | 0.03% | 212 |
|
2024
Q3 | $404K | Sell |
1,826
-61
| -3% | -$13.5K | 0.03% | 215 |
|
2024
Q2 | $326K | Buy |
1,887
+567
| +43% | +$98.1K | 0.03% | 222 |
|
2024
Q1 | $252K | Buy |
+1,320
| New | +$252K | 0.02% | 235 |
|