Certified Advisory Corp’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.91M | Buy |
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|
2025
Q2 | $1.99M | Buy |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $803K | Sell |
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|
2024
Q1 | $890K | Buy |
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|
2023
Q4 | $730K | Sell |
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|
2023
Q3 | $650K | Sell |
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|
2023
Q2 | $623K | Sell |
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|
2023
Q1 | $835K | Buy |
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|
2022
Q4 | $892K | Sell |
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|
2022
Q3 | $757K | Buy |
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|
2022
Q2 | $898K | Sell |
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|
2022
Q1 | $828K | Buy |
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|
2021
Q4 | $851K | Sell |
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|
2021
Q3 | $883K | Buy |
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|
2021
Q2 | $929K | Buy |
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|
2021
Q1 | $828K | Buy |
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|
2020
Q2 | $671K | Sell |
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|
2020
Q1 | $633K | Buy |
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|
2019
Q4 | $765K | Buy |
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|
2019
Q3 | $829K | Buy |
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|
2019
Q2 | $226K | Sell |
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|
2019
Q1 | $252K | Sell |
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|
2018
Q4 | $213K | Sell |
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|
2018
Q3 | $306K | Sell |
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|
2018
Q2 | $289K | Buy |
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|
2018
Q1 | $281K | Buy |
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|
2017
Q4 | $170K | Buy |
|