CIAS
Capital Investment Advisory Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Sell |
19,540
-904
| -4% | -$266K | 0.47% | 51 |
|
|
2025
Q1 | $5.08M | Buy |
20,444
+2,123
| +12% | +$528K | 0.45% | 56 |
|
|
2024
Q4 | $4.03M | Sell |
18,321
-355
| -2% | -$78K | 0.39% | 62 |
|
|
2024
Q3 | $4.13M | Sell |
18,676
-3,055
| -14% | -$675K | 0.39% | 63 |
|
|
2024
Q2 | $3.76M | Sell |
21,731
-316
| -1% | -$54.7K | 0.39% | 61 |
|
|
2024
Q1 | $4.21M | Sell |
22,047
-1,528
| -6% | -$292K | 0.45% | 45 |
|
|
2023
Q4 | $3.86M | Sell |
23,575
-3,990
| -14% | -$653K | 0.36% | 50 |
|
|
2023
Q3 | $3.87M | Buy |
27,565
+456
| +2% | +$64K | 0.38% | 42 |
|
|
2023
Q2 | $3.63M | Buy |
27,109
+859
| +3% | +$115K | 0.36% | 49 |
|
|
2023
Q1 | $3.44M | Sell |
26,250
-1,192
| -4% | -$156K | 0.41% | 49 |
|
|
2022
Q4 | $3.87M | Sell |
27,442
-375
| -1% | -$52.8K | 0.46% | 41 |
|
|
2022
Q3 | $3.31M | Buy |
27,817
+68
| +0.2% | +$8.08K | 0.43% | 46 |
|
|
2022
Q2 | $3.92M | Buy |
27,749
+3,798
| +16% | +$536K | 0.47% | 39 |
|
|
2022
Q1 | $3.11M | Sell |
23,951
-190
| -0.8% | -$24.7K | 0.34% | 58 |
|
|
2021
Q4 | $3.23M | Buy |
24,141
+3,900
| +19% | +$521K | 0.38% | 57 |
|
|
2021
Q3 | $2.81M | Sell |
20,241
-112
| -0.6% | -$15.6K | 0.36% | 58 |
|
|
2021
Q2 | $2.98M | Buy |
20,353
+762
| +4% | +$112K | 0.38% | 61 |
|
|
2021
Q1 | $2.61M | Buy |
19,591
+4,334
| +28% | +$578K | 0.37% | 62 |
|
|
2020
Q4 | $1.92M | Buy |
15,257
+1,583
| +12% | +$199K | 0.29% | 82 |
|
|
2020
Q3 | $1.66M | Sell |
13,674
-641
| -4% | -$78K | 0.31% | 78 |
|
|
2020
Q2 | $1.73M | Buy |
14,315
+2,445
| +21% | +$295K | 0.35% | 70 |
|
|
2020
Q1 | $1.32M | Buy |
11,870
+6,261
| +112% | +$695K | 0.32% | 68 |
|
|
2019
Q4 | $752K | Buy |
5,609
+1,585
| +39% | +$213K | 0.2% | 108 |
|
|
2019
Q3 | $585K | Sell |
4,024
-161
| -4% | -$23.4K | 0.16% | 119 |
|
|
2019
Q2 | $627K | Sell |
4,185
-1,442
| -26% | -$216K | 0.19% | 113 |
|
|
2019
Q1 | $794K | Sell |
5,627
-49
| -0.9% | -$6.91K | 0.3% | 66 |
|
|
2018
Q4 | $645K | Buy |
5,676
+552
| +11% | +$62.7K | 0.28% | 73 |
|
|
2018
Q3 | $775K | Sell |
5,124
-5
| -0.1% | -$756 | 0.36% | 70 |
|
|
2018
Q2 | $717K | Buy |
5,129
+584
| +13% | +$81.6K | 0.36% | 72 |
|
|
2018
Q1 | $697K | Buy |
4,545
+905
| +25% | +$139K | 0.39% | 65 |
|
|
2017
Q4 | $558K | Buy |
3,640
+201
| +6% | +$30.8K | 0.33% | 72 |
|
|
2017
Q3 | $499K | Sell |
3,439
-7
| -0.2% | -$1.02K | 0.31% | 78 |
|
|
2017
Q2 | $530K | Sell |
3,446
-326
| -9% | -$50.1K | 0.35% | 72 |
|
|
2017
Q1 | $657K | Buy |
3,772
+165
| +5% | +$28.7K | 0.48% | 59 |
|
|
2016
Q4 | $599K | Buy |
+3,607
| New | +$599K | 0.52% | 55 |
|