Catalyst 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 | $1.6M | Buy |
5,417
+440
| +9% | +$130K | 0.17% | 48 |
|
|
2025
Q1 | $1.24M | Buy |
4,977
+159
| +3% | +$39.5K | 0.23% | 53 |
|
|
2024
Q4 | $1.06M | Buy |
4,818
+270
| +6% | +$59.4K | 0.2% | 61 |
|
|
2024
Q3 | $1.01M | Buy |
4,548
+215
| +5% | +$47.5K | 0.2% | 69 |
|
|
2024
Q2 | $749K | Buy |
4,333
+1,007
| +30% | +$174K | 0.16% | 79 |
|
|
2024
Q1 | $609K | Buy |
3,326
+165
| +5% | +$30.2K | 0.16% | 86 |
|
|
2023
Q4 | $517K | Buy |
3,161
+659
| +26% | +$108K | 0.15% | 92 |
|
|
2023
Q3 | $351K | Buy |
2,502
+226
| +10% | +$31.7K | 0.11% | 134 |
|
|
2023
Q2 | $305K | Buy |
2,276
+305
| +15% | +$40.8K | 0.11% | 139 |
|
|
2023
Q1 | $258K | Buy |
1,971
+199
| +11% | +$26.1K | 0.11% | 139 |
|
|
2022
Q4 | $250K | Buy |
+1,772
| New | +$250K | 0.13% | 133 |
|