Capital Advantage’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Sell |
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|
2025
Q1 | $393K | Hold |
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|
2024
Q4 | $393K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $219K | Buy |
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|
2020
Q4 | $206K | Hold |
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|
2020
Q3 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $266K | Sell |
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|
2019
Q3 | $295K | Buy |
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|
2019
Q1 | $334K | Sell |
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|
2018
Q4 | $304K | Sell |
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|
2018
Q3 | $417K | Sell |
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|
2018
Q2 | $410K | Buy |
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|
2018
Q1 | $434K | Buy |
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|
2017
Q4 | $379K | Buy |
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|
2017
Q3 | $340K | Sell |
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|
2017
Q2 | $386K | Sell |
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|
2017
Q1 | $526K | Buy |
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|
2016
Q4 | $491K | Buy |
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|
2016
Q3 | $469K | Buy |
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|
2016
Q2 | $441K | Sell |
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|
2016
Q1 | $538K | Buy |
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|
2015
Q4 | $467K | Buy |
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|
2015
Q3 | $466K | Buy |
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|
2015
Q2 | $356K | Sell |
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|
2015
Q1 | $380K | Sell |
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|
2014
Q4 | $394K | Buy |
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|
2014
Q3 | $268K | Hold |
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|
2014
Q2 | $256K | Buy |
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|
2014
Q1 | $254K | Hold |
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|
2013
Q4 | $248K | Buy |
|