Cardiff Park Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Sell |
3,281
-17
| -0.5% | -$5.01K | 0.08% | 119 |
|
|
2025
Q1 | $820K | Sell |
3,298
-44
| -1% | -$10.9K | 0.08% | 120 |
|
|
2024
Q4 | $735K | Sell |
3,342
-20
| -0.6% | -$4.4K | 0.07% | 128 |
|
|
2024
Q3 | $743K | Buy |
+3,362
| New | +$743K | 0.07% | 121 |
|
|
2022
Q4 | – | Sell |
-2,490
| Closed | -$296K | – | 319 |
|
|
2022
Q3 | $296K | Sell |
2,490
-36
| -1% | -$4.28K | 0.05% | 186 |
|
|
2022
Q2 | $357K | Buy |
2,526
+711
| +39% | +$100K | 0.05% | 171 |
|
|
2022
Q1 | $236K | Buy |
1,815
+16
| +0.9% | +$2.08K | 0.03% | 208 |
|
|
2021
Q4 | $241K | Buy |
+1,799
| New | +$241K | 0.03% | 212 |
|