CBIZ Investment Advisory Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
357
+44
| +14% | +$13K | ﹤0.01% | 76 |
|
|
2025
Q1 | $77.8K | Buy |
313
+107
| +52% | +$26.6K | ﹤0.01% | 90 |
|
|
2024
Q4 | $45.4K | Buy |
206
+9
| +5% | +$1.98K | ﹤0.01% | 116 |
|
|
2024
Q3 | $43.6K | Buy |
197
+68
| +53% | +$15K | ﹤0.01% | 117 |
|
|
2024
Q2 | $22.3K | Hold |
129
| – | – | ﹤0.01% | 152 |
|
|
2024
Q1 | $24.6K | Buy |
+129
| New | +$24.6K | ﹤0.01% | 143 |
|
|
2021
Q4 | – | Hold |
0
| – | -$18K | – | 58 |
|
|
2021
Q3 | – | Hold |
0
| – | -$19K | – | 70 |
|
|
2021
Q2 | – | Hold |
0
| – | -$17K | – | 74 |
|
|
2021
Q1 | – | Hold |
0
| – | -$16K | – | 69 |
|
|
2020
Q4 | – | Hold |
0
| – | -$16K | – | 77 |
|
|
2020
Q3 | – | Hold |
0
| – | -$16K | – | 81 |
|
|
2020
Q2 | – | Hold |
0
| – | -$22K | – | 85 |
|
|
2020
Q1 | – | Hold |
0
| – | -$27K | – | 95 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 93 |
|