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Capstone Financial Advisors’s IBM IBM Stock Holding History

Capstone Financial Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.47M Sell
2025
Q1
$1.25M Sell
2024
Q4
$1.11M Buy
2024
Q3
$1.11M Sell
2024
Q2
$876K Buy
2024
Q1
$966K Buy
2023
Q4
$808K Buy
2023
Q3
$675K Buy
2023
Q2
$637K Buy
2023
Q1
$623K Sell
2022
Q4
$725K Sell
2022
Q3
$621K Sell
2022
Q2
$759K Buy
2022
Q1
$698K Buy
2021
Q4
$711K Sell
2021
Q3
$738K Buy
2021
Q2
$779K Buy
2021
Q1
$707K Sell
2020
Q4
$680K Buy
2020
Q3
$656K Buy
2020
Q2
$651K Buy
2020
Q1
$597K Sell
2019
Q4
$791K Buy
2019
Q3
$799K Sell
2019
Q2
$783K Buy
2019
Q1
$738K Sell
2018
Q4
$595K Hold
2018
Q3
$791K Sell
2018
Q2
$756K Hold
2018
Q1
$830K Sell
2017
Q4
$877K Sell
2017
Q3
$855K Sell
2017
Q2
$935K Buy
2017
Q1
$1.05M Buy
2016
Q4
$950K Sell
2016
Q3
$910K Sell
2016
Q2
$884K Hold
2016
Q1
$882K Hold
2015
Q4
$801K Sell
2015
Q3
$868K Sell
2015
Q2
$976K Sell
2015
Q1
$1.06M Sell
2014
Q4
$1.07M Sell
2014
Q3
$1.54M Sell
2014
Q2
$1.53M Sell
2014
Q1
$1.68M Sell
2013
Q4
$1.67M Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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