CGC Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Hold |
378
| – | – | 0.04% | 82 |
|
|
2025
Q1 | $94K | Hold |
378
| – | – | 0.04% | 81 |
|
|
2024
Q4 | $83.1K | Hold |
378
| – | – | 0.03% | 84 |
|
|
2024
Q3 | $83.6K | Hold |
378
| – | – | 0.03% | 84 |
|
|
2024
Q2 | $65.4K | Hold |
378
| – | – | 0.03% | 89 |
|
|
2024
Q1 | $72.2K | Hold |
378
| – | – | 0.04% | 85 |
|
|
2023
Q4 | $61.8K | Hold |
378
| – | – | 0.03% | 93 |
|
|
2023
Q3 | $53K | Sell |
378
-98
| -21% | -$13.7K | 0.04% | 83 |
|
|
2023
Q2 | $63.7K | Buy |
+476
| New | +$63.7K | 0.04% | 82 |
|