CAGAS
Capital Advisory Group Advisory Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
10,330
-154
| -1% | -$45.4K | 1.1% | 25 |
|
|
2025
Q1 | $2.61M | Buy |
10,484
+378
| +4% | +$94K | 1% | 30 |
|
|
2024
Q4 | $2.22M | Buy |
10,106
+780
| +8% | +$171K | 0.8% | 41 |
|
|
2024
Q3 | $2.06M | Buy |
9,326
+199
| +2% | +$44K | 0.82% | 41 |
|
|
2024
Q2 | $1.58M | Buy |
9,127
+1,023
| +13% | +$177K | 0.67% | 43 |
|
|
2024
Q1 | $1.55M | Buy |
8,104
+1,537
| +23% | +$294K | 0.73% | 41 |
|
|
2023
Q4 | $1.07M | Buy |
6,567
+237
| +4% | +$38.8K | 0.58% | 51 |
|
|
2023
Q3 | $888K | Buy |
+6,330
| New | +$888K | 0.5% | 56 |
|
|
2023
Q2 | – | Sell |
-6,411
| Closed | -$841K | – | 109 |
|
|
2023
Q1 | $841K | Buy |
6,411
+437
| +7% | +$57.3K | 0.51% | 53 |
|
|
2022
Q4 | $842K | Sell |
5,974
-143
| -2% | -$20.1K | 0.57% | 49 |
|
|
2022
Q3 | $727K | Sell |
6,117
-141
| -2% | -$16.8K | 0.5% | 60 |
|
|
2022
Q2 | $808K | Sell |
6,258
-32
| -0.5% | -$4.13K | 0.48% | 61 |
|
|
2022
Q1 | $818K | Buy |
6,290
+496
| +9% | +$64.5K | 0.38% | 73 |
|
|
2021
Q4 | $774K | Buy |
5,794
+476
| +9% | +$63.6K | 0.34% | 77 |
|
|
2021
Q3 | $739K | Buy |
5,318
+3,969
| +294% | +$552K | 0.27% | 92 |
|
|
2021
Q2 | $198K | Sell |
1,349
-14
| -1% | -$2.06K | 0.07% | 199 |
|
|
2021
Q1 | $182K | Buy |
1,363
+630
| +86% | +$84.1K | 0.07% | 189 |
|
|
2020
Q4 | $92K | Buy |
733
+27
| +4% | +$3.39K | 0.04% | 215 |
|
|
2020
Q3 | $86K | Hold |
706
| – | – | 0.04% | 180 |
|
|
2020
Q2 | $85K | Buy |
706
+551
| +355% | +$66.3K | 0.05% | 179 |
|
|
2020
Q1 | $17K | Buy |
+155
| New | +$17K | 0.02% | 178 |
|
|
2019
Q4 | – | Sell |
-242
| Closed | -$34K | – | 302 |
|
|
2019
Q3 | $34K | Hold |
242
| – | – | 0.02% | 170 |
|
|
2019
Q2 | $33K | Hold |
242
| – | – | 0.02% | 180 |
|
|
2019
Q1 | $34K | Hold |
242
| – | – | 0.02% | 170 |
|
|
2018
Q4 | $27K | Sell |
242
-44
| -15% | -$4.91K | 0.02% | 175 |
|
|
2018
Q3 | $44K | Hold |
286
| – | – | 0.03% | 146 |
|
|
2018
Q2 | $40K | Sell |
286
-95
| -25% | -$13.3K | 0.03% | 142 |
|
|
2018
Q1 | $59K | Buy |
+381
| New | +$59K | 0.04% | 130 |
|