CCA
Checchi Capital Advisers’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Sell |
9,473
-332
| -3% | -$97.9K | 0.16% | 100 |
|
|
2025
Q1 | $2.44M | Buy |
9,805
+432
| +5% | +$107K | 0.13% | 109 |
|
|
2024
Q4 | $2.06M | Buy |
9,373
+194
| +2% | +$42.6K | 0.12% | 118 |
|
|
2024
Q3 | $2.03M | Buy |
9,179
+134
| +1% | +$29.6K | 0.11% | 116 |
|
|
2024
Q2 | $1.56M | Sell |
9,045
-235
| -3% | -$40.6K | 0.08% | 135 |
|
|
2024
Q1 | $1.77M | Buy |
9,280
+214
| +2% | +$40.9K | 0.14% | 128 |
|
|
2023
Q4 | $1.48M | Buy |
9,066
+51
| +0.6% | +$8.34K | 0.12% | 142 |
|
|
2023
Q3 | $1.26M | Buy |
9,015
+977
| +12% | +$137K | 0.12% | 146 |
|
|
2023
Q2 | $1.08M | Sell |
8,038
-691
| -8% | -$92.5K | 0.1% | 171 |
|
|
2023
Q1 | $1.14M | Buy |
8,729
+749
| +9% | +$98.2K | 0.11% | 154 |
|
|
2022
Q4 | $1.12M | Sell |
7,980
-89
| -1% | -$12.5K | 0.12% | 148 |
|
|
2022
Q3 | $959K | Sell |
8,069
-147
| -2% | -$17.5K | 0.09% | 157 |
|
|
2022
Q2 | $1.08M | Buy |
8,216
+1,212
| +17% | +$159K | 0.09% | 152 |
|
|
2022
Q1 | $911K | Buy |
7,004
+696
| +11% | +$90.5K | 0.08% | 166 |
|
|
2021
Q4 | $843K | Sell |
6,308
-885
| -12% | -$118K | 0.07% | 168 |
|
|
2021
Q3 | $999K | Sell |
7,193
-83
| -1% | -$11.5K | 0.1% | 135 |
|
|
2021
Q2 | $1.07M | Buy |
7,276
+429
| +6% | +$62.9K | 0.11% | 136 |
|
|
2021
Q1 | $912K | Buy |
6,847
+107
| +2% | +$14.3K | 0.09% | 142 |
|
|
2020
Q4 | $848K | Sell |
6,740
-1,032
| -13% | -$130K | 0.09% | 142 |
|
|
2020
Q3 | $946K | Sell |
7,772
-879
| -10% | -$107K | 0.1% | 119 |
|
|
2020
Q2 | $1.05M | Buy |
8,651
+293
| +4% | +$35.4K | 0.12% | 111 |
|
|
2020
Q1 | $927K | Buy |
8,358
+1,203
| +17% | +$133K | 0.09% | 95 |
|
|
2019
Q4 | $959K | Sell |
7,155
-1,125
| -14% | -$151K | 0.13% | 110 |
|
|
2019
Q3 | $1.2M | Buy |
8,280
+285
| +4% | +$41.4K | 0.16% | 83 |
|
|
2019
Q2 | $1.1M | Sell |
7,995
-379
| -5% | -$52.2K | 0.14% | 90 |
|
|
2019
Q1 | $1.18M | Buy |
8,374
+557
| +7% | +$78.6K | 0.14% | 81 |
|
|
2018
Q4 | $889K | Sell |
7,817
-4,782
| -38% | -$544K | 0.11% | 94 |
|
|
2018
Q3 | $1.91M | Buy |
12,599
+963
| +8% | +$146K | 0.22% | 59 |
|
|
2018
Q2 | $1.63M | Buy |
11,636
+552
| +5% | +$77.1K | 0.2% | 64 |
|
|
2018
Q1 | $1.7M | Sell |
11,084
-1,120
| -9% | -$172K | 0.22% | 61 |
|
|
2017
Q4 | $1.87M | Buy |
12,204
+823
| +7% | +$126K | 0.25% | 56 |
|
|
2017
Q3 | $1.65M | Sell |
11,381
-42
| -0.4% | -$6.09K | 0.17% | 59 |
|
|
2017
Q2 | $1.76M | Sell |
11,423
-1,629
| -12% | -$251K | 0.19% | 53 |
|
|
2017
Q1 | $2.27M | Buy |
13,052
+954
| +8% | +$166K | 0.26% | 35 |
|
|
2016
Q4 | $2.01M | Buy |
12,098
+168
| +1% | +$27.9K | 0.27% | 44 |
|
|
2016
Q3 | $1.9M | Buy |
11,930
+1,654
| +16% | +$263K | 0.21% | 44 |
|
|
2016
Q2 | $1.56M | Buy |
10,276
+319
| +3% | +$48.4K | 0.18% | 52 |
|
|
2016
Q1 | $1.51M | Sell |
9,957
-1,558
| -14% | -$236K | 0.34% | 54 |
|
|
2015
Q4 | $1.59M | Sell |
11,515
-65
| -0.6% | -$8.95K | 0.4% | 42 |
|
|
2015
Q3 | $1.68M | Buy |
11,580
+997
| +9% | +$145K | 0.46% | 38 |
|
|
2015
Q2 | $1.72M | Buy |
10,583
+79
| +0.8% | +$12.8K | 0.45% | 42 |
|
|
2015
Q1 | $1.69M | Buy |
10,504
+842
| +9% | +$135K | 0.5% | 41 |
|
|
2014
Q4 | $1.55M | Sell |
9,662
-1,717
| -15% | -$275K | 0.58% | 41 |
|
|
2014
Q3 | $2.16M | Buy |
11,379
+2,619
| +30% | +$497K | 0.89% | 22 |
|
|
2014
Q2 | $1.59M | Buy |
8,760
+661
| +8% | +$120K | 0.72% | 29 |
|
|
2014
Q1 | $1.56M | Buy |
8,099
+4,681
| +137% | +$901K | 0.96% | 26 |
|
|
2013
Q4 | $641K | Buy |
+3,418
| New | +$641K | 0.5% | 37 |
|