CFIA
Cantor Fitzgerald Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
39,506
-95
| -0.2% | -$28K | 0.82% | 49 |
|
|
2025
Q1 | $9.85M | Sell |
39,601
-74,202
| -65% | -$18.5M | 0.72% | 58 |
|
|
2024
Q4 | $25M | Sell |
113,803
-1,102
| -1% | -$242K | 1.73% | 10 |
|
|
2024
Q3 | $25.4M | Sell |
114,905
-1,636
| -1% | -$362K | 1.73% | 7 |
|
|
2024
Q2 | $20.2M | Sell |
116,541
-26,764
| -19% | -$4.63M | 1.55% | 18 |
|
|
2024
Q1 | $27.4M | Sell |
143,305
-49,535
| -26% | -$9.46M | 2.03% | 7 |
|
|
2023
Q4 | $31.5M | Buy |
+192,840
| New | +$31.5M | 2.44% | 5 |
|
|
2022
Q1 | $33.5M | Buy |
257,335
+127,093
| +98% | +$16.5M | 1.49% | 11 |
|
|
2021
Q4 | $17.4M | Buy |
130,242
+15,370
| +13% | +$2.05M | 1.06% | 20 |
|
|
2021
Q3 | $16M | Buy |
114,872
+225
| +0.2% | +$31.3K | 1.18% | 18 |
|
|
2021
Q2 | $16.8M | Buy |
+114,647
| New | +$16.8M | 1.24% | 16 |
|
|
2020
Q1 | – | Sell |
-1,563
| Closed | -$210K | – | 62 |
|
|
2019
Q4 | $210K | Buy |
+1,563
| New | +$210K | 0.03% | 50 |
|