Capital Insight Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $229K | Buy |
+776
| New | +$229K | 0.04% | 156 |
|
2017
Q2 | – | Sell |
-1,304
| Closed | -$217K | – | 76 |
|
2017
Q1 | $217K | Hold |
1,304
| – | – | 0.2% | 70 |
|
2016
Q4 | $207K | Sell |
1,304
-50
| -4% | -$7.94K | 0.21% | 65 |
|
2016
Q3 | $205K | Sell |
1,354
-81
| -6% | -$12.3K | 0.2% | 65 |
|
2016
Q2 | $208K | Sell |
1,435
-137
| -9% | -$19.9K | 0.2% | 56 |
|
2016
Q1 | $228K | Buy |
+1,572
| New | +$228K | 0.23% | 52 |
|