CCIA
Cherry Creek Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
36,116
-881
| -2% | -$260K | 4.99% | 6 |
|
|
2025
Q1 | $9.2M | Sell |
36,997
-2,523
| -6% | -$627K | 4.79% | 6 |
|
|
2024
Q4 | $8.69M | Sell |
39,520
-497
| -1% | -$109K | 4.27% | 7 |
|
|
2024
Q3 | $8.85M | Sell |
40,017
-296
| -0.7% | -$65.4K | 4.57% | 7 |
|
|
2024
Q2 | $6.97M | Sell |
40,313
-508
| -1% | -$87.9K | 3.64% | 8 |
|
|
2024
Q1 | $7.8M | Sell |
40,821
-781
| -2% | -$149K | 4.22% | 9 |
|
|
2023
Q4 | $6.8M | Buy |
41,602
+412
| +1% | +$67.4K | 4.16% | 7 |
|
|
2023
Q3 | $5.78M | Buy |
41,190
+476
| +1% | +$66.8K | 3.92% | 9 |
|
|
2023
Q2 | $5.45M | Buy |
40,714
+1,040
| +3% | +$139K | 3.66% | 10 |
|
|
2023
Q1 | $5.2M | Buy |
39,674
+236
| +0.6% | +$30.9K | 3.81% | 9 |
|
|
2022
Q4 | $5.56M | Buy |
39,438
+410
| +1% | +$57.8K | 4.31% | 7 |
|
|
2022
Q3 | $4.64M | Buy |
39,028
+3,022
| +8% | +$359K | 3.84% | 9 |
|
|
2022
Q2 | $5.08M | Buy |
36,006
+470
| +1% | +$66.4K | 4.1% | 7 |
|
|
2022
Q1 | $4.62M | Buy |
35,536
+1,253
| +4% | +$163K | 3.04% | 9 |
|
|
2021
Q4 | $4.58M | Buy |
34,283
+1,666
| +5% | +$223K | 2.84% | 11 |
|
|
2021
Q3 | $4.53M | Buy |
32,617
+6,158
| +23% | +$856K | 3.02% | 8 |
|
|
2021
Q2 | $3.88M | Buy |
+26,459
| New | +$3.88M | 2.55% | 13 |
|