Cascade Financial Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Hold |
6,568
| – | – | 0.23% | 82 |
|
|
2025
Q1 | $1.63M | Hold |
6,568
| – | – | 0.21% | 84 |
|
|
2024
Q4 | $1.44M | Sell |
6,568
-866
| -12% | -$190K | 0.19% | 80 |
|
|
2024
Q3 | $1.73M | Hold |
7,434
| – | – | 0.22% | 71 |
|
|
2024
Q2 | $1.29M | Buy |
7,434
+400
| +6% | +$69.2K | 0.17% | 80 |
|
|
2024
Q1 | $1.28M | Buy |
+7,034
| New | +$1.28M | 0.18% | 80 |
|