Capstone Triton Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
+7,665
| New | +$2.26M | 1.64% | 17 |
|
|
2024
Q4 | $1.54M | Buy |
6,990
+131
| +2% | +$28.8K | 0.96% | 37 |
|
|
2024
Q3 | $1.52M | Sell |
6,859
-137
| -2% | -$30.3K | 0.97% | 36 |
|
|
2024
Q2 | $1.21M | Sell |
6,996
-5
| -0.1% | -$865 | 0.85% | 43 |
|
|
2024
Q1 | $1.34M | Buy |
7,001
+19
| +0.3% | +$3.63K | 0.95% | 36 |
|
|
2023
Q4 | $1.14M | Sell |
6,982
-717
| -9% | -$117K | 0.83% | 41 |
|
|
2023
Q3 | $1.08M | Buy |
7,699
+123
| +2% | +$17.3K | 0.79% | 42 |
|
|
2023
Q2 | $1.01M | Buy |
7,576
+313
| +4% | +$41.9K | 0.7% | 54 |
|
|
2023
Q1 | $952K | Buy |
7,263
+985
| +16% | +$129K | 0.72% | 56 |
|
|
2022
Q4 | $885K | Buy |
6,278
+159
| +3% | +$22.4K | 0.71% | 53 |
|
|
2022
Q3 | $727K | Buy |
6,119
+247
| +4% | +$29.3K | 0.62% | 53 |
|
|
2022
Q2 | $747K | Buy |
5,872
+488
| +9% | +$62.1K | 0.56% | 59 |
|
|
2022
Q1 | $727K | Sell |
5,384
-339
| -6% | -$45.8K | 0.51% | 66 |
|
|
2021
Q4 | $766K | Buy |
5,723
+1,338
| +31% | +$179K | 1.55% | 25 |
|
|
2021
Q3 | $535K | Sell |
4,385
-8,321
| -65% | -$1.02M | 0.32% | 80 |
|
|
2021
Q2 | $1.78M | Buy |
12,706
+1,224
| +11% | +$172K | 1.1% | 27 |
|
|
2021
Q1 | $1.46M | Buy |
11,482
+297
| +3% | +$37.8K | 0.97% | 32 |
|
|
2020
Q4 | $1.35M | Buy |
+11,185
| New | +$1.35M | 0.82% | 35 |
|