CIAS
CFS Investment Advisory Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
9,325
+198
| +2% | +$58.4K | 0.22% | 88 |
|
|
2025
Q1 | $2.27M | Buy |
9,127
+56
| +0.6% | +$13.9K | 0.2% | 95 |
|
|
2024
Q4 | $1.99M | Sell |
9,071
-83
| -0.9% | -$18.2K | 0.18% | 107 |
|
|
2024
Q3 | $2.02M | Sell |
9,154
-8,722
| -49% | -$1.93M | 0.17% | 105 |
|
|
2024
Q2 | $3.09M | Buy |
+17,876
| New | +$3.09M | 0.25% | 72 |
|
|
2023
Q3 | – | Sell |
-5,997
| Closed | -$802K | – | 191 |
|
|
2023
Q2 | $802K | Buy |
+5,997
| New | +$802K | 0.1% | 132 |
|
|
2022
Q3 | – | Sell |
-2,859
| Closed | -$404K | – | 285 |
|
|
2022
Q2 | $404K | Sell |
2,859
-513,190
| -99% | -$72.5M | 0.06% | 174 |
|
|
2022
Q1 | $4K | Buy |
516,049
+512,133
| +13,078% | +$3.97K | 0.02% | 221 |
|
|
2021
Q4 | $523K | Buy |
3,916
+1,351
| +53% | +$180K | 0.07% | 160 |
|
|
2021
Q3 | $356K | Buy |
+2,565
| New | +$356K | 0.05% | 174 |
|
|
2020
Q4 | $232K | Buy |
+1,846
| New | +$232K | 0.04% | 168 |
|