CIC Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.09M | Buy |
13,961
+778
| +6% | +$172K | 0.8% | 32 |
|
|
2024
Q2 | $2.28M | Buy |
13,183
+406
| +3% | +$70.2K | 0.63% | 36 |
|
|
2024
Q1 | $2.44M | Buy |
12,777
+1,539
| +14% | +$294K | 0.71% | 32 |
|
|
2023
Q4 | $1.84M | Buy |
11,238
+3,096
| +38% | +$506K | 0.58% | 42 |
|
|
2023
Q3 | $1.14M | Buy |
8,142
+5,715
| +235% | +$802K | 0.41% | 54 |
|
|
2023
Q2 | $325K | Buy |
2,427
+82
| +3% | +$11K | 0.11% | 108 |
|
|
2023
Q1 | $307K | Sell |
2,345
-823
| -26% | -$108K | 0.12% | 112 |
|
|
2022
Q4 | $446K | Buy |
+3,168
| New | +$446K | 0.18% | 94 |
|