Castleview 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 | $394K | Buy |
1,337
+65
| +5% | +$19.2K | 0.25% | 97 |
|
|
2025
Q1 | $316K | Sell |
1,272
-336
| -21% | -$83.6K | 0.21% | 123 |
|
|
2024
Q4 | $354K | Buy |
1,608
+86
| +6% | +$18.9K | 0.19% | 129 |
|
|
2024
Q3 | $336K | Buy |
1,522
+55
| +4% | +$12.2K | 0.19% | 125 |
|
|
2024
Q2 | $254K | Sell |
1,467
-74
| -5% | -$12.8K | 0.14% | 143 |
|
|
2024
Q1 | $294K | Buy |
1,541
+239
| +18% | +$45.7K | 0.16% | 140 |
|
|
2023
Q4 | $213K | Buy |
1,302
+401
| +45% | +$65.6K | 0.15% | 133 |
|
|
2023
Q3 | $126K | Sell |
901
-4
| -0.4% | -$561 | 0.12% | 149 |
|
|
2023
Q2 | $121K | Sell |
905
-858
| -49% | -$115K | 0.11% | 165 |
|
|
2023
Q1 | $231K | Buy |
1,763
+62
| +4% | +$8.13K | 0.2% | 114 |
|
|
2022
Q4 | $240K | Buy |
1,701
+7
| +0.4% | +$986 | 0.23% | 102 |
|
|
2022
Q3 | $201K | Buy |
1,694
+1,593
| +1,577% | +$189K | 0.19% | 114 |
|
|
2022
Q2 | $4.86K | Sell |
101
-3,866
| -97% | -$186K | ﹤0.01% | 542 |
|
|
2022
Q1 | $515K | Sell |
3,967
-474,669
| -99% | -$61.6M | 0.32% | 59 |
|
|
2021
Q4 | $3.58K | Buy |
+478,636
| New | +$3.58K | 0.03% | 200 |
|
|
2021
Q2 | $272K | Buy |
+1,941
| New | +$272K | 0.12% | 180 |
|
|
2018
Q1 | $873K | Buy |
+5,949
| New | +$873K | 0.72% | 34 |
|