Capstone Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $876K | Buy |
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|
2024
Q1 | $966K | Buy |
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|
2023
Q4 | $808K | Buy |
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|
2023
Q3 | $675K | Buy |
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|
2023
Q2 | $637K | Buy |
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|
2023
Q1 | $623K | Sell |
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|
2022
Q4 | $725K | Sell |
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|
2022
Q3 | $621K | Sell |
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|
2022
Q2 | $759K | Buy |
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|
2022
Q1 | $698K | Buy |
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|
2021
Q4 | $711K | Sell |
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|
2021
Q3 | $738K | Buy |
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|
2021
Q2 | $779K | Buy |
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|
2021
Q1 | $707K | Sell |
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|
2020
Q4 | $680K | Buy |
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|
2020
Q3 | $656K | Buy |
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|
2020
Q2 | $651K | Buy |
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|
2020
Q1 | $597K | Sell |
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|
2019
Q4 | $791K | Buy |
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|
2019
Q3 | $799K | Sell |
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|
2019
Q2 | $783K | Buy |
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|
2019
Q1 | $738K | Sell |
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|
2018
Q4 | $595K | Hold |
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|
2018
Q3 | $791K | Sell |
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|
2018
Q2 | $756K | Hold |
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|
2018
Q1 | $830K | Sell |
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|
2017
Q4 | $877K | Sell |
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|
2017
Q3 | $855K | Sell |
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|
2017
Q2 | $935K | Buy |
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|
2017
Q1 | $1.05M | Buy |
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|
2016
Q4 | $950K | Sell |
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|
2016
Q3 | $910K | Sell |
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|
2016
Q2 | $884K | Hold |
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|
2016
Q1 | $882K | Hold |
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|
2015
Q4 | $801K | Sell |
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|
2015
Q3 | $868K | Sell |
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|
2015
Q2 | $976K | Sell |
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|
2015
Q1 | $1.06M | Sell |
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|
2014
Q4 | $1.07M | Sell |
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|
2014
Q3 | $1.54M | Sell |
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|
2014
Q2 | $1.53M | Sell |
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|
2014
Q1 | $1.68M | Sell |
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|
2013
Q4 | $1.67M | Buy |
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