Central Valley 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 | $504K | Hold |
1,709
| – | – | 0.17% | 89 |
|
|
2025
Q1 | $425K | Sell |
1,709
-52
| -3% | -$12.9K | 0.16% | 85 |
|
|
2024
Q4 | $387K | Sell |
1,761
-19
| -1% | -$4.18K | 0.18% | 96 |
|
|
2024
Q3 | $394K | Buy |
+1,780
| New | +$394K | 0.22% | 83 |
|
|
2024
Q2 | – | Sell |
-3,077
| Closed | -$587K | – | 158 |
|
|
2024
Q1 | $587K | Sell |
3,077
-88
| -3% | -$16.8K | 0.3% | 70 |
|
|
2023
Q4 | $518K | Buy |
+3,165
| New | +$518K | 0.3% | 75 |
|