Catalina Capital Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,811
| Closed | -$838K | – | 271 |
|
2024
Q4 | $838K | Buy |
3,811
+159
| +4% | +$35K | 0.28% | 70 |
|
2024
Q3 | $807K | Buy |
3,652
+521
| +17% | +$115K | 0.27% | 73 |
|
2024
Q2 | $541K | Buy |
3,131
+801
| +34% | +$139K | 0.2% | 102 |
|
2024
Q1 | $445K | Buy |
+2,330
| New | +$445K | 0.18% | 118 |
|