CIA
Cascade Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-950
| Closed | -$236K | – | 111 |
|
|
2025
Q1 | $236K | Hold |
950
| – | – | 0.16% | 106 |
|
|
2024
Q4 | $209K | Hold |
950
| – | – | 0.13% | 112 |
|
|
2024
Q3 | $210K | Buy |
+950
| New | +$210K | 0.13% | 110 |
|
|
2023
Q2 | – | Sell |
-1,150
| Closed | -$151K | – | 152 |
|
|
2023
Q1 | $151K | Buy |
+1,150
| New | +$151K | 0.12% | 110 |
|
|
2022
Q3 | – | Sell |
-1,150
| Closed | -$162K | – | 153 |
|
|
2022
Q2 | $162K | Hold |
1,150
| – | – | 0.13% | 115 |
|
|
2022
Q1 | $150K | Hold |
1,150
| – | – | 0.09% | 125 |
|
|
2021
Q4 | $154K | Hold |
1,150
| – | – | 0.09% | 122 |
|
|
2021
Q3 | $160K | Hold |
1,150
| – | – | 0.1% | 119 |
|
|
2021
Q2 | $169K | Hold |
1,150
| – | – | 0.11% | 115 |
|
|
2021
Q1 | $153K | Sell |
1,150
-50
| -4% | -$6.66K | 0.1% | 116 |
|
|
2020
Q4 | $151K | Sell |
1,200
-100
| -8% | -$12.6K | 0.11% | 114 |
|
|
2020
Q3 | $158K | Hold |
1,300
| – | – | 0.13% | 111 |
|
|
2020
Q2 | $157K | Sell |
1,300
-200
| -13% | -$24.2K | 0.15% | 104 |
|
|
2020
Q1 | $166K | Sell |
1,500
-100
| -6% | -$11.1K | 0.18% | 102 |
|
|
2019
Q4 | $214K | Hold |
1,600
| – | – | 0.16% | 104 |
|
|
2019
Q3 | $233K | Hold |
1,600
| – | – | 0.18% | 102 |
|
|
2019
Q2 | $221K | Hold |
1,600
| – | – | 0.19% | 97 |
|
|
2019
Q1 | $226K | Sell |
1,600
-100
| -6% | -$14.1K | 0.2% | 95 |
|
|
2018
Q4 | $193K | Sell |
1,700
-9,348
| -85% | -$1.06M | 0.2% | 97 |
|
|
2018
Q3 | $1.67M | Sell |
11,048
-283
| -2% | -$42.8K | 1.41% | 13 |
|
|
2018
Q2 | $1.58M | Sell |
11,331
-1,410
| -11% | -$197K | 1.41% | 11 |
|
|
2018
Q1 | $1.95M | Buy |
12,741
+235
| +2% | +$36.1K | 1.54% | 10 |
|
|
2017
Q4 | $1.92M | Buy |
12,506
+153
| +1% | +$23.5K | 1.52% | 10 |
|
|
2017
Q3 | $1.79M | Buy |
12,353
+315
| +3% | +$45.7K | 1.49% | 11 |
|
|
2017
Q2 | $1.85M | Buy |
12,038
+993
| +9% | +$153K | 1.58% | 13 |
|
|
2017
Q1 | $1.92M | Sell |
11,045
-660
| -6% | -$115K | 1.69% | 7 |
|
|
2016
Q4 | $1.94M | Buy |
+11,705
| New | +$1.94M | 1.65% | 10 |
|
|
2016
Q2 | $1.65M | Buy |
+10,845
| New | +$1.65M | 1.58% | 18 |
|