Capital Advisors Ltd’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 | $1.38M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $802K | Buy |
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|
2024
Q1 | $741K | Buy |
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|
2023
Q4 | $631K | Sell |
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|
2023
Q3 | $543K | Sell |
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|
2023
Q2 | $535K | Buy |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $520K | Buy |
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|
2022
Q3 | $417K | Buy |
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|
2022
Q2 | $75K | Sell |
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|
2022
Q1 | $72K | Hold |
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|
2021
Q4 | $74K | Sell |
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|
2021
Q3 | $75K | Hold |
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|
2021
Q2 | $80K | Buy |
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|
2021
Q1 | $50K | Sell |
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|
2020
Q4 | $68K | Sell |
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|
2020
Q3 | $86K | Buy |
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|
2020
Q2 | $85K | Buy |
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|
2020
Q1 | $78K | Buy |
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|
2019
Q4 | $94K | Buy |
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|
2019
Q3 | $54K | Sell |
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|
2019
Q2 | $58K | Buy |
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|
2019
Q1 | $59K | Hold |
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|
2018
Q4 | $47K | Sell |
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|
2018
Q3 | $186K | Buy |
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|
2018
Q2 | $137K | Buy |
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|
2018
Q1 | $150K | Buy |
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|
2017
Q4 | $150K | Buy |
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|
2017
Q3 | $141K | Sell |
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|
2017
Q2 | $161K | Hold |
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|
2017
Q1 | $182K | Hold |
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|
2016
Q4 | $174K | Buy |
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|
2016
Q3 | $166K | Hold |
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|
2016
Q2 | $159K | Hold |
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|
2016
Q1 | $158K | Buy |
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|
2015
Q4 | $144K | Buy |
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|
2015
Q3 | $149K | Sell |
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|
2015
Q2 | $203K | Buy |
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|
2015
Q1 | $171K | Hold |
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|
2014
Q4 | $171K | Hold |
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|
2014
Q3 | $202K | Sell |
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|
2014
Q2 | $255K | Sell |
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|
2014
Q1 | $492K | Sell |
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|
2013
Q4 | $525K | Buy |
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