Cary Street Partners Investment Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
1,754
+312
| +22% | +$91.9K | 0.25% | 96 |
|
|
2025
Q1 | $359K | Buy |
1,442
+484
| +51% | +$120K | 0.21% | 125 |
|
|
2024
Q4 | $211K | Sell |
958
-28,408
| -97% | -$6.24M | 0.14% | 172 |
|
|
2024
Q3 | $6.49M | Sell |
29,366
-159
| -0.5% | -$35.2K | 0.24% | 105 |
|
|
2024
Q2 | $5.11M | Buy |
29,525
+1,017
| +4% | +$176K | 0.21% | 125 |
|
|
2024
Q1 | $5.44M | Sell |
28,508
-4
| -0% | -$764 | 0.23% | 122 |
|
|
2023
Q4 | $4.66M | Sell |
28,512
-380
| -1% | -$62.1K | 0.22% | 127 |
|
|
2023
Q3 | $4.05M | Buy |
28,892
+13,354
| +86% | +$1.87M | 0.22% | 129 |
|
|
2023
Q2 | $2.08M | Buy |
15,538
+407
| +3% | +$54.5K | 0.13% | 173 |
|
|
2023
Q1 | $1.98M | Buy |
15,131
+262
| +2% | +$34.3K | 0.14% | 167 |
|
|
2022
Q4 | $2.09M | Buy |
14,869
+270
| +2% | +$38K | 0.15% | 154 |
|
|
2022
Q3 | $1.74M | Buy |
14,599
+1,861
| +15% | +$221K | 0.14% | 164 |
|
|
2022
Q2 | $1.8M | Buy |
12,738
+8,455
| +197% | +$1.19M | 0.15% | 151 |
|
|
2022
Q1 | $557K | Buy |
4,283
+335
| +8% | +$43.6K | 0.15% | 144 |
|
|
2021
Q4 | $528K | Buy |
3,948
+130
| +3% | +$17.4K | 0.15% | 148 |
|
|
2021
Q3 | $507K | Buy |
3,818
+645
| +20% | +$85.7K | 0.17% | 133 |
|
|
2021
Q2 | $444K | Buy |
3,173
+768
| +32% | +$107K | 0.14% | 147 |
|
|
2021
Q1 | $306K | Sell |
2,405
-14,146
| -85% | -$1.8M | 0.13% | 162 |
|
|
2020
Q4 | $1.99M | Sell |
16,551
-16,840
| -50% | -$2.03M | 0.38% | 63 |
|
|
2020
Q3 | $3.88M | Buy |
+33,391
| New | +$3.88M | 0.82% | 34 |
|