Cladis 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 | $3.55M | Sell |
12,050
-214
| -2% | -$63.1K | 2.23% | 7 |
|
|
2025
Q1 | $3.05M | Buy |
12,264
+4
| +0% | +$995 | 2.21% | 7 |
|
|
2024
Q4 | $2.7M | Sell |
12,260
-300
| -2% | -$66K | 1.91% | 9 |
|
|
2024
Q3 | $2.78M | Sell |
12,560
-1,250
| -9% | -$276K | 1.92% | 8 |
|
|
2024
Q2 | $2.39M | Sell |
13,810
-45
| -0.3% | -$7.78K | 1.73% | 10 |
|
|
2024
Q1 | $2.65M | Sell |
13,855
-375
| -3% | -$71.6K | 1.94% | 9 |
|
|
2023
Q4 | $2.33M | Sell |
14,230
-250
| -2% | -$40.9K | 1.83% | 9 |
|
|
2023
Q3 | $2.03M | Hold |
14,480
| – | – | 1.78% | 12 |
|
|
2023
Q2 | $1.94M | Hold |
14,480
| – | – | 1.68% | 10 |
|
|
2023
Q1 | $1.9M | Buy |
14,480
+4,025
| +38% | +$528K | 1.71% | 12 |
|
|
2022
Q4 | $1.47M | Sell |
10,455
-3,525
| -25% | -$497K | 1.47% | 18 |
|
|
2022
Q3 | $1.66M | Sell |
13,980
-450
| -3% | -$53.5K | 1.8% | 11 |
|
|
2022
Q2 | $2.04M | Sell |
14,430
-2,405
| -14% | -$340K | 2.04% | 8 |
|
|
2022
Q1 | $2.19M | Buy |
16,835
+4,850
| +40% | +$631K | 1.77% | 11 |
|
|
2021
Q4 | $1.6M | Buy |
+11,985
| New | +$1.6M | 1.28% | 20 |
|