Centerpoint Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
561
+5
| +0.9% | +$1.47K | 0.06% | 91 |
|
|
2025
Q1 | $138K | Sell |
556
-20
| -3% | -$4.96K | 0.05% | 102 |
|
|
2024
Q4 | $127K | Sell |
576
-142
| -20% | -$31.3K | 0.04% | 111 |
|
|
2024
Q3 | $159K | Hold |
718
| – | – | 0.06% | 97 |
|
|
2024
Q2 | $124K | Buy |
718
+200
| +39% | +$34.5K | 0.04% | 110 |
|
|
2024
Q1 | $99K | Hold |
518
| – | – | 0.04% | 125 |
|
|
2023
Q4 | $85K | Hold |
518
| – | – | 0.03% | 126 |
|
|
2023
Q3 | $73K | Sell |
518
-28
| -5% | -$3.95K | 0.03% | 134 |
|
|
2023
Q2 | $73K | Buy |
546
+99
| +22% | +$13.2K | 0.03% | 141 |
|
|
2023
Q1 | $59K | Buy |
447
+230
| +106% | +$30.4K | 0.03% | 146 |
|
|
2022
Q4 | $31K | Hold |
217
| – | – | 0.01% | 173 |
|
|
2022
Q3 | $26K | Sell |
217
-80
| -27% | -$9.59K | 0.01% | 167 |
|
|
2022
Q2 | $42K | Sell |
297
-454
| -60% | -$64.2K | 0.02% | 146 |
|
|
2022
Q1 | $98K | Sell |
751
-1,066
| -59% | -$139K | 0.04% | 115 |
|
|
2021
Q4 | $243K | Buy |
1,817
+1,590
| +700% | +$213K | 0.11% | 83 |
|
|
2021
Q3 | $30K | Buy |
227
+78
| +52% | +$10.3K | 0.01% | 149 |
|
|
2021
Q2 | $21K | Hold |
149
| – | – | 0.01% | 165 |
|
|
2021
Q1 | $19K | Hold |
149
| – | – | 0.01% | 140 |
|
|
2020
Q4 | $18K | Hold |
149
| – | – | 0.01% | 135 |
|
|
2020
Q3 | $17K | Hold |
149
| – | – | 0.01% | 128 |
|
|
2020
Q2 | $17K | Hold |
149
| – | – | 0.01% | 131 |
|
|
2020
Q1 | $16K | Sell |
149
-674
| -82% | -$72.4K | 0.02% | 125 |
|
|
2019
Q4 | $105K | Hold |
823
| – | – | 0.08% | 68 |
|
|
2019
Q3 | $114K | Hold |
823
| – | – | 0.09% | 59 |
|
|
2019
Q2 | $109K | Sell |
823
-147
| -15% | -$19.5K | 0.09% | 62 |
|
|
2019
Q1 | $131K | Buy |
970
+147
| +18% | +$19.9K | 0.11% | 59 |
|
|
2018
Q4 | $89K | Sell |
823
-1,331
| -62% | -$144K | 0.08% | 69 |
|
|
2018
Q3 | $311K | Hold |
2,154
| – | – | 0.25% | 30 |
|
|
2018
Q2 | $288K | Hold |
2,154
| – | – | 0.24% | 31 |
|
|
2018
Q1 | $316K | Buy |
2,154
+1,901
| +751% | +$279K | 0.28% | 26 |
|
|
2017
Q4 | $37K | Buy |
+253
| New | +$37K | 0.03% | 92 |
|