Citadel Investment Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Sell |
17,185
-531
| -3% | -$157K | 2.45% | 8 |
|
|
2025
Q1 | $4.41M | Hold |
17,716
| – | – | 2.16% | 7 |
|
|
2024
Q4 | $3.9M | Buy |
17,716
+90
| +0.5% | +$19.8K | 2.02% | 7 |
|
|
2024
Q3 | $3.9M | Sell |
17,626
-40
| -0.2% | -$8.84K | 2.05% | 8 |
|
|
2024
Q2 | $3.06M | Hold |
17,666
| – | – | 1.74% | 10 |
|
|
2024
Q1 | $3.37M | Sell |
17,666
-75
| -0.4% | -$14.3K | 1.9% | 8 |
|
|
2023
Q4 | $2.9M | Sell |
17,741
-130
| -0.7% | -$21.3K | 1.78% | 10 |
|
|
2023
Q3 | $2.51M | Sell |
17,871
-50
| -0.3% | -$7.01K | 1.64% | 11 |
|
|
2023
Q2 | $2.4M | Sell |
17,921
-285
| -2% | -$38.1K | 1.55% | 16 |
|
|
2023
Q1 | $2.39M | Sell |
18,206
-500
| -3% | -$65.6K | 1.62% | 17 |
|
|
2022
Q4 | $2.64M | Sell |
18,706
-852
| -4% | -$120K | 1.8% | 14 |
|
|
2022
Q3 | $2.32M | Sell |
19,558
-50
| -0.3% | -$5.94K | 1.77% | 14 |
|
|
2022
Q2 | $2.77M | Sell |
19,608
-735
| -4% | -$104K | 1.88% | 11 |
|
|
2022
Q1 | $2.65M | Sell |
20,343
-1,127
| -5% | -$147K | 1.54% | 18 |
|
|
2021
Q4 | $2.87M | Sell |
21,470
-1,040
| -5% | -$139K | 1.68% | 14 |
|
|
2021
Q3 | $2.99M | Sell |
22,510
-5
| -0% | -$664 | 1.85% | 10 |
|
|
2021
Q2 | $3.16M | Sell |
22,515
-821
| -4% | -$115K | 1.95% | 10 |
|
|
2021
Q1 | $2.97M | Hold |
23,336
| – | – | 1.94% | 10 |
|
|
2020
Q4 | $2.81M | Buy |
+23,336
| New | +$2.81M | 2.01% | 10 |
|