Canopy Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
1,392
+48
| +4% | +$14.1K | 0.15% | 119 |
|
|
2025
Q1 | $334K | Buy |
1,344
+10
| +0.7% | +$2.49K | 0.13% | 129 |
|
|
2024
Q4 | $293K | Buy |
1,334
+10
| +0.8% | +$2.2K | 0.11% | 144 |
|
|
2024
Q3 | $293K | Sell |
1,324
-21
| -2% | -$4.64K | 0.13% | 141 |
|
|
2024
Q2 | $233K | Buy |
1,345
+142
| +12% | +$24.6K | 0.11% | 152 |
|
|
2024
Q1 | $230K | Buy |
+1,203
| New | +$230K | 0.11% | 157 |
|