CAPTRUST 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 | $168M | Buy |
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|
2025
Q1 | $132M | Buy |
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|
2024
Q4 | $112M | Buy |
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|
2024
Q3 | $105M | Buy |
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|
2024
Q2 | $77.4M | Buy |
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|
2024
Q1 | $69.9M | Buy |
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|
2023
Q4 | $54.3M | Buy |
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|
2023
Q3 | $23.7M | Sell |
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|
2023
Q2 | $22.7M | Sell |
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|
2023
Q1 | $23M | Buy |
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|
2022
Q4 | $24.4M | Buy |
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|
2022
Q3 | $20.1M | Buy |
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|
2022
Q2 | $20.2M | Buy |
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|
2022
Q1 | $16.3M | Sell |
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|
2021
Q4 | $16.8M | Buy |
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|
2021
Q3 | $13.4M | Buy |
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|
2021
Q2 | $12.8M | Sell |
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|
2021
Q1 | $12.2M | Buy |
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|
2020
Q4 | $11.3M | Sell |
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|
2020
Q3 | $15.5M | Buy |
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|
2020
Q2 | $14.9M | Buy |
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|
2020
Q1 | $11.9M | Buy |
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|
2019
Q4 | $11.5M | Buy |
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|
2019
Q3 | $6.93M | Buy |
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|
2019
Q2 | $5.98M | Buy |
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|
2019
Q1 | $5.6M | Buy |
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|
2018
Q4 | $4.36M | Sell |
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|
2018
Q3 | $8.25M | Buy |
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|
2018
Q2 | $6.12M | Buy |
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|
2018
Q1 | $5.47M | Buy |
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|
2017
Q4 | $2.53M | Buy |
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|
2017
Q3 | $211K | Buy |
|