Cape Investment Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
3,936
-175
| -4% | -$51.6K | 0.42% | 46 |
|
|
2025
Q1 | $1.02M | Sell |
4,111
-41
| -1% | -$10.2K | 0.41% | 50 |
|
|
2024
Q4 | $913K | Buy |
4,152
+29
| +0.7% | +$6.38K | 0.36% | 60 |
|
|
2024
Q3 | $911K | Buy |
4,123
+6
| +0.1% | +$1.33K | 0.37% | 63 |
|
|
2024
Q2 | $712K | Sell |
4,117
-81
| -2% | -$14K | 0.32% | 68 |
|
|
2024
Q1 | $802K | Buy |
4,198
+1,994
| +90% | +$381K | 0.37% | 57 |
|
|
2023
Q4 | $360K | Sell |
2,204
-16
| -0.7% | -$2.62K | 0.18% | 91 |
|
|
2023
Q3 | $311K | Buy |
2,220
+146
| +7% | +$20.5K | 0.18% | 95 |
|
|
2023
Q2 | $277K | Buy |
2,074
+183
| +10% | +$24.5K | 0.16% | 104 |
|
|
2023
Q1 | $248K | Buy |
+1,891
| New | +$248K | 0.15% | 102 |
|