CPSC
Carl P. Sherr & Co’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
8,291
-325
| -4% | -$95.8K | 1.24% | 23 |
|
|
2025
Q1 | $2.14M | Buy |
8,616
+3
| +0% | +$746 | 1.17% | 22 |
|
|
2024
Q4 | $1.89M | Buy |
8,613
+3
| +0% | +$660 | 0.99% | 24 |
|
|
2024
Q3 | $1.9M | Buy |
8,610
+4
| +0% | +$884 | 1% | 23 |
|
|
2024
Q2 | $1.49M | Buy |
8,606
+204
| +2% | +$35.3K | 0.83% | 27 |
|
|
2024
Q1 | $1.6M | Buy |
8,402
+4
| +0% | +$764 | 0.9% | 28 |
|
|
2023
Q4 | $1.37M | Buy |
8,398
+1,768
| +27% | +$289K | 0.83% | 29 |
|
|
2023
Q3 | $930K | Buy |
6,630
+152
| +2% | +$21.3K | 0.63% | 41 |
|
|
2023
Q2 | $867K | Buy |
+6,478
| New | +$867K | 0.57% | 45 |
|