Callan Family Office’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Buy |
16,918
+13,935
| +467% | +$4.11M | 0.16% | 150 |
|
|
2025
Q1 | $742K | Sell |
2,983
-5,839
| -66% | -$1.45M | 0.06% | 251 |
|
|
2024
Q4 | $1.94M | Buy |
8,822
+7,589
| +615% | +$1.67M | 0.12% | 158 |
|
|
2024
Q3 | $273K | Sell |
1,233
-58
| -4% | -$12.8K | 0.05% | 150 |
|
|
2024
Q2 | $223K | Buy |
+1,291
| New | +$223K | 0.04% | 140 |
|