Capital Asset Advisory Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.08M | Sell |
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|
2025
Q2 | $2.16M | Buy |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $1.9M | Buy |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $819K | Sell |
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|
2023
Q1 | $841K | Sell |
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|
2022
Q4 | $936K | Sell |
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|
2022
Q3 | $854K | Sell |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $656K | Buy |
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|
2021
Q4 | $543K | Buy |
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|
2021
Q3 | $498K | Buy |
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|
2021
Q2 | $502K | Sell |
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|
2021
Q1 | $644K | Sell |
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|
2020
Q4 | $707K | Buy |
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|
2020
Q3 | $612K | Sell |
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|
2020
Q2 | $645K | Buy |
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|
2020
Q1 | $570K | Buy |
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|
2019
Q4 | $718K | Buy |
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|
2019
Q3 | $314K | Sell |
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|
2019
Q2 | $299K | Buy |
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|
2019
Q1 | $268K | Sell |
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|
2018
Q4 | $247K | Hold |
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|
2018
Q3 | $329K | Sell |
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|
2018
Q2 | $316K | Hold |
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|
2018
Q1 | $347K | Sell |
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|
2017
Q4 | $351K | Buy |
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|
2017
Q3 | $327K | Sell |
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|
2017
Q2 | $624K | Sell |
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|
2017
Q1 | $793K | Sell |
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|
2016
Q4 | $759K | Buy |
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|
2016
Q3 | $710K | Sell |
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|
2016
Q2 | $786K | Sell |
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|
2016
Q1 | $1.01M | Buy |
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|
2015
Q4 | $895K | Buy |
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