Childress Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $912K | Buy |
3,095
+638
| +26% | +$188K | 0.23% | 71 |
|
|
2025
Q1 | $611K | Buy |
2,457
+280
| +13% | +$69.6K | 0.18% | 84 |
|
|
2024
Q4 | $479K | Buy |
2,177
+16
| +0.7% | +$3.52K | 0.13% | 105 |
|
|
2024
Q3 | $478K | Buy |
2,161
+209
| +11% | +$46.2K | 0.13% | 117 |
|
|
2024
Q2 | $338K | Sell |
1,952
-118
| -6% | -$20.4K | 0.1% | 144 |
|
|
2024
Q1 | $395K | Sell |
2,070
-116
| -5% | -$22.2K | 0.11% | 116 |
|
|
2023
Q4 | $358K | Buy |
2,186
+20
| +0.9% | +$3.27K | 0.11% | 117 |
|
|
2023
Q3 | $304K | Buy |
+2,166
| New | +$304K | 0.1% | 121 |
|
|
2023
Q1 | – | Sell |
-3,437
| Closed | -$484K | – | 127 |
|
|
2022
Q4 | $484K | Sell |
3,437
-131
| -4% | -$18.5K | 0.16% | 94 |
|
|
2022
Q3 | $432K | Buy |
3,568
+414
| +13% | +$50.1K | 0.17% | 93 |
|
|
2022
Q2 | $445K | Buy |
3,154
+165
| +6% | +$23.3K | 0.18% | 92 |
|
|
2022
Q1 | $389K | Buy |
2,989
+563
| +23% | +$73.3K | 0.14% | 118 |
|
|
2021
Q4 | $324K | Buy |
2,426
+16
| +0.7% | +$2.14K | 0.13% | 124 |
|
|
2021
Q3 | $320K | Buy |
2,410
+14
| +0.6% | +$1.86K | 0.13% | 137 |
|
|
2021
Q2 | $335K | Sell |
2,396
-1,303
| -35% | -$182K | 0.15% | 108 |
|
|
2021
Q1 | $471K | Buy |
3,699
+1,278
| +53% | +$163K | 0.22% | 91 |
|
|
2020
Q4 | $293K | Buy |
+2,421
| New | +$293K | 0.17% | 74 |
|