Capital Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Sell |
63,524
-660
| -1% | -$195K | 0.34% | 74 |
|
|
2025
Q1 | $16M | Buy |
64,184
+160
| +0.2% | +$39.8K | 0.31% | 75 |
|
|
2024
Q4 | $14.1M | Sell |
64,024
-1,297
| -2% | -$285K | 0.29% | 80 |
|
|
2024
Q3 | $14.4M | Sell |
65,321
-1,628
| -2% | -$360K | 0.3% | 78 |
|
|
2024
Q2 | $11.6M | Buy |
66,949
+2,114
| +3% | +$366K | 0.26% | 83 |
|
|
2024
Q1 | $12.4M | Sell |
64,835
-2,443
| -4% | -$467K | 0.29% | 84 |
|
|
2023
Q4 | $11M | Sell |
67,278
-74
| -0.1% | -$12.1K | 0.28% | 82 |
|
|
2023
Q3 | $9.45M | Buy |
67,352
+418
| +0.6% | +$58.6K | 0.26% | 84 |
|
|
2023
Q2 | $8.96M | Buy |
66,934
+3,142
| +5% | +$420K | 0.27% | 77 |
|
|
2023
Q1 | $8.36M | Buy |
63,792
+2,072
| +3% | +$272K | 0.25% | 87 |
|
|
2022
Q4 | $8.7M | Buy |
61,720
+343
| +0.6% | +$48.3K | 0.26% | 85 |
|
|
2022
Q3 | $7.29M | Buy |
61,377
+781
| +1% | +$92.8K | 0.25% | 93 |
|
|
2022
Q2 | $8.56M | Sell |
60,596
-1,943
| -3% | -$274K | 0.28% | 86 |
|
|
2022
Q1 | $8.13M | Buy |
62,539
+526
| +0.8% | +$68.4K | 0.25% | 88 |
|
|
2021
Q4 | $8.29M | Sell |
62,013
-6,346
| -9% | -$848K | 0.25% | 82 |
|
|
2021
Q3 | $9.08M | Sell |
68,359
-135
| -0.2% | -$17.9K | 0.31% | 77 |
|
|
2021
Q2 | $9.6M | Buy |
68,494
+2,315
| +3% | +$324K | 0.33% | 67 |
|
|
2021
Q1 | $8.43M | Buy |
66,179
+5,207
| +9% | +$663K | 0.32% | 72 |
|
|
2020
Q4 | $7.34M | Buy |
60,972
+1,836
| +3% | +$221K | 0.31% | 74 |
|
|
2020
Q3 | $6.88M | Buy |
59,136
+1,829
| +3% | +$213K | 0.33% | 67 |
|
|
2020
Q2 | $6.62M | Buy |
57,307
+874
| +2% | +$101K | 0.34% | 67 |
|
|
2020
Q1 | $5.99M | Sell |
56,433
-1,617
| -3% | -$171K | 0.38% | 59 |
|
|
2019
Q4 | $7.44M | Sell |
58,050
-2,376
| -4% | -$304K | 0.36% | 72 |
|
|
2019
Q3 | $8.4M | Buy |
60,426
+162
| +0.3% | +$22.5K | 0.44% | 61 |
|
|
2019
Q2 | $7.95M | Sell |
60,264
-485
| -0.8% | -$63.9K | 0.44% | 60 |
|
|
2019
Q1 | $8.2M | Sell |
60,749
-6,291
| -9% | -$849K | 0.48% | 48 |
|
|
2018
Q4 | $7.29M | Sell |
67,040
-7,973
| -11% | -$866K | 0.49% | 51 |
|
|
2018
Q3 | $10.8M | Buy |
75,013
+2,792
| +4% | +$404K | 0.64% | 39 |
|
|
2018
Q2 | $9.65M | Buy |
72,221
+3,240
| +5% | +$433K | 0.6% | 39 |
|
|
2018
Q1 | $10.1M | Buy |
68,981
+5,049
| +8% | +$741K | 0.66% | 33 |
|
|
2017
Q4 | $9.38M | Buy |
63,932
+67
| +0.1% | +$9.83K | 0.61% | 36 |
|
|
2017
Q3 | $8.86M | Buy |
63,865
+4,787
| +8% | +$664K | 0.61% | 39 |
|
|
2017
Q2 | $8.69M | Sell |
59,078
-16,690
| -22% | -$2.45M | 0.62% | 40 |
|
|
2017
Q1 | $12.6M | Buy |
75,768
+6,593
| +10% | +$1.1M | 0.96% | 20 |
|
|
2016
Q4 | $11M | Buy |
69,175
+14,256
| +26% | +$2.26M | 0.93% | 21 |
|
|
2016
Q3 | $8.34M | Buy |
54,919
+568
| +1% | +$86.3K | 0.73% | 32 |
|
|
2016
Q2 | $7.89M | Buy |
54,351
+547
| +1% | +$79.4K | 0.74% | 35 |
|
|
2016
Q1 | $7.79M | Buy |
53,804
+5,880
| +12% | +$851K | 0.77% | 35 |
|
|
2015
Q4 | $6.31M | Buy |
47,924
+8,520
| +22% | +$1.12M | 0.65% | 37 |
|
|
2015
Q3 | $5.46M | Sell |
39,404
-441
| -1% | -$61.1K | 0.61% | 39 |
|
|
2015
Q2 | $6.2M | Sell |
39,845
-571
| -1% | -$88.8K | 0.67% | 33 |
|
|
2015
Q1 | $6.2M | Buy |
40,416
+1,356
| +3% | +$208K | 0.66% | 37 |
|
|
2014
Q4 | $5.99M | Sell |
39,060
-501
| -1% | -$76.8K | 0.66% | 38 |
|
|
2014
Q3 | $7.18M | Buy |
39,561
+2,402
| +6% | +$436K | 0.82% | 29 |
|
|
2014
Q2 | $6.44M | Buy |
37,159
+5,093
| +16% | +$883K | 0.74% | 33 |
|
|
2014
Q1 | $5.9M | Buy |
32,066
+1,806
| +6% | +$332K | 0.74% | 31 |
|
|
2013
Q4 | $5.43M | Buy |
+30,260
| New | +$5.43M | 0.72% | 34 |
|