CAP Partners LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $477K | Buy |
1,617
+44
| +3% | +$13K | 0.3% | 75 |
|
2025
Q1 | $391K | Sell |
1,573
-519
| -25% | -$129K | 0.28% | 85 |
|
2024
Q4 | $460K | Sell |
2,092
-8
| -0.4% | -$1.76K | 0.32% | 76 |
|
2024
Q3 | $464K | Buy |
2,100
+13
| +0.6% | +$2.87K | 0.35% | 73 |
|
2024
Q2 | $361K | Buy |
2,087
+76
| +4% | +$13.1K | 0.29% | 83 |
|
2024
Q1 | $384K | Sell |
2,011
-4
| -0.2% | -$764 | 0.34% | 73 |
|
2023
Q4 | $329K | Buy |
+2,015
| New | +$329K | 0.33% | 70 |
|