CCG Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+732
| New | +$216K | 0.11% | 77 |
|
|
2023
Q1 | – | Sell |
-1,428
| Closed | -$201K | – | 78 |
|
|
2022
Q4 | $201K | Buy |
+1,428
| New | +$201K | 0.11% | 94 |
|
|
2022
Q3 | – | Sell |
-1,701
| Closed | -$240K | – | 100 |
|
|
2022
Q2 | $240K | Sell |
1,701
-3
| -0.2% | -$423 | 0.14% | 85 |
|
|
2022
Q1 | $222K | Buy |
+1,704
| New | +$222K | 0.11% | 111 |
|
|
2021
Q4 | – | Sell |
-1,575
| Closed | -$209K | – | 104 |
|
|
2021
Q3 | $209K | Hold |
1,575
| – | – | 0.12% | 96 |
|
|
2021
Q2 | $221K | Buy |
+1,575
| New | +$221K | 0.17% | 69 |
|
|
2020
Q1 | – | Sell |
-1,620
| Closed | -$208K | – | 75 |
|
|
2019
Q4 | $208K | Buy |
+1,620
| New | +$208K | 0.13% | 97 |
|