CD
Chapin Davis’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Hold |
1,170
| – | – | 0.1% | 169 |
|
|
2025
Q1 | $291K | Buy |
1,170
+99
| +9% | +$24.6K | 0.1% | 167 |
|
|
2024
Q4 | $237K | Hold |
1,071
| – | – | 0.08% | 195 |
|
|
2024
Q3 | $237K | Buy |
+1,071
| New | +$237K | 0.08% | 196 |
|
|
2024
Q2 | – | Sell |
-1,071
| Closed | -$205K | – | 237 |
|
|
2024
Q1 | $205K | Buy |
+1,071
| New | +$205K | 0.07% | 215 |
|
|
2023
Q2 | – | Sell |
-2,851
| Closed | -$374K | – | 227 |
|
|
2023
Q1 | $374K | Buy |
2,851
+1,040
| +57% | +$136K | 0.19% | 132 |
|
|
2022
Q4 | $255K | Buy |
+1,811
| New | +$255K | 0.15% | 153 |
|