CastleKeep Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
5,499
+207
| +4% | +$61K | 0.79% | 27 |
|
|
2025
Q1 | $1.32M | Sell |
5,292
-969
| -15% | -$241K | 0.68% | 49 |
|
|
2024
Q4 | $1.38M | Sell |
6,261
-454
| -7% | -$99.8K | 0.96% | 33 |
|
|
2024
Q3 | $1.48M | Sell |
6,715
-198
| -3% | -$43.8K | 1.01% | 16 |
|
|
2024
Q2 | $1.2M | Sell |
6,913
-19
| -0.3% | -$3.29K | 0.92% | 22 |
|
|
2024
Q1 | $1.32M | Sell |
6,932
-1,124
| -14% | -$215K | 0.95% | 16 |
|
|
2023
Q4 | $1.32M | Buy |
+8,056
| New | +$1.32M | 0.94% | 19 |
|