CA
Carson Advisory’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
14,820
+580
| +4% | +$171K | 2.78% | 5 |
|
|
2025
Q1 | $3.54M | Sell |
14,240
-525
| -4% | -$131K | 2.38% | 9 |
|
|
2024
Q4 | $3.25M | Buy |
14,765
+250
| +2% | +$55K | 2.26% | 10 |
|
|
2024
Q3 | $3.21M | Sell |
14,515
-365
| -2% | -$80.7K | 2.01% | 10 |
|
|
2024
Q2 | $2.57M | Buy |
14,880
+216
| +1% | +$37.4K | 1.81% | 11 |
|
|
2024
Q1 | $2.8M | Buy |
14,664
+2,088
| +17% | +$399K | 1.97% | 9 |
|
|
2023
Q4 | $2.06M | Sell |
12,576
-620
| -5% | -$101K | 1.6% | 12 |
|
|
2023
Q3 | $1.85M | Sell |
13,196
-400
| -3% | -$56.1K | 1.62% | 11 |
|
|
2023
Q2 | $1.82M | Sell |
13,596
-450
| -3% | -$60.2K | 1.54% | 10 |
|
|
2023
Q1 | $1.84M | Sell |
14,046
-703
| -5% | -$92.2K | 1.64% | 12 |
|
|
2022
Q4 | $2.08M | Sell |
14,749
-789
| -5% | -$111K | 1.99% | 13 |
|
|
2022
Q3 | $1.85M | Buy |
15,538
+132
| +0.9% | +$15.7K | 2.05% | 13 |
|
|
2022
Q2 | $2.18M | Sell |
15,406
-3
| -0% | -$424 | 2.43% | 8 |
|
|
2022
Q1 | $2M | Sell |
15,409
-83
| -0.5% | -$10.8K | 1.99% | 10 |
|
|
2021
Q4 | $2.07M | Buy |
+15,492
| New | +$2.07M | 2.1% | 11 |
|