Certified Advisory Corp’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
6,755
+5
| +0.1% | +$1.47K | 0.21% | 109 |
|
|
2025
Q1 | $1.68M | Sell |
6,750
-65
| -1% | -$16.2K | 0.19% | 113 |
|
|
2024
Q4 | $1.5M | Buy |
6,815
+137
| +2% | +$30.1K | 0.16% | 123 |
|
|
2024
Q3 | $1.48M | Buy |
6,678
+2,035
| +44% | +$450K | 0.16% | 121 |
|
|
2024
Q2 | $803K | Sell |
4,643
-16
| -0.3% | -$2.77K | 0.1% | 150 |
|
|
2024
Q1 | $890K | Buy |
4,659
+195
| +4% | +$37.2K | 0.12% | 134 |
|
|
2023
Q4 | $730K | Sell |
4,464
-169
| -4% | -$27.6K | 0.11% | 148 |
|
|
2023
Q3 | $650K | Sell |
4,633
-26
| -0.6% | -$3.65K | 0.12% | 143 |
|
|
2023
Q2 | $623K | Sell |
4,659
-1,712
| -27% | -$229K | 0.11% | 140 |
|
|
2023
Q1 | $835K | Buy |
6,371
+41
| +0.6% | +$5.37K | 0.15% | 134 |
|
|
2022
Q4 | $892K | Sell |
6,330
-49
| -0.8% | -$6.9K | 0.18% | 127 |
|
|
2022
Q3 | $757K | Buy |
6,379
+23
| +0.4% | +$2.73K | 0.17% | 126 |
|
|
2022
Q2 | $898K | Sell |
6,356
-16
| -0.3% | -$2.26K | 0.2% | 121 |
|
|
2022
Q1 | $828K | Buy |
6,372
+2
| +0% | +$260 | 0.18% | 125 |
|
|
2021
Q4 | $851K | Sell |
6,370
-275
| -4% | -$36.7K | 0.19% | 125 |
|
|
2021
Q3 | $883K | Buy |
6,645
+12
| +0.2% | +$1.6K | 0.21% | 110 |
|
|
2021
Q2 | $929K | Buy |
6,633
+134
| +2% | +$18.8K | 0.23% | 103 |
|
|
2021
Q1 | $828K | Buy |
+6,499
| New | +$828K | 0.21% | 103 |
|
|
2020
Q2 | $671K | Sell |
5,813
-155
| -3% | -$17.9K | 0.22% | 105 |
|
|
2020
Q1 | $633K | Buy |
5,968
+2
| +0% | +$212 | 0.25% | 97 |
|
|
2019
Q4 | $765K | Buy |
5,966
+1
| +0% | +$128 | 0.24% | 96 |
|
|
2019
Q3 | $829K | Buy |
5,965
+4,253
| +248% | +$591K | 0.29% | 81 |
|
|
2019
Q2 | $226K | Sell |
1,712
-157
| -8% | -$20.7K | 0.08% | 165 |
|
|
2019
Q1 | $252K | Sell |
1,869
-92
| -5% | -$12.4K | 0.11% | 147 |
|
|
2018
Q4 | $213K | Sell |
1,961
-156
| -7% | -$16.9K | 0.11% | 142 |
|
|
2018
Q3 | $306K | Sell |
2,117
-45
| -2% | -$6.5K | 0.14% | 119 |
|
|
2018
Q2 | $289K | Buy |
2,162
+236
| +12% | +$31.5K | 0.16% | 113 |
|
|
2018
Q1 | $281K | Buy |
1,926
+757
| +65% | +$110K | 0.17% | 121 |
|
|
2017
Q4 | $170K | Buy |
+1,169
| New | +$170K | 0.12% | 127 |
|