Clark Financial Services Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Sell |
9,253
-281
| -3% | -$82.8K | 1.68% | 16 |
|
|
2025
Q1 | $2.37M | Sell |
9,534
-1,320
| -12% | -$328K | 1.64% | 13 |
|
|
2024
Q4 | $2.39M | Sell |
10,854
-195
| -2% | -$42.9K | 1.82% | 12 |
|
|
2024
Q3 | $2.44M | Sell |
11,049
-305
| -3% | -$67.4K | 2.22% | 9 |
|
|
2024
Q2 | $1.96M | Hold |
11,354
| – | – | 2.07% | 8 |
|
|
2024
Q1 | $2.17M | Buy |
11,354
+574
| +5% | +$110K | 2.61% | 7 |
|
|
2023
Q4 | $1.76M | Hold |
10,780
| – | – | 2.26% | 7 |
|
|
2023
Q3 | $1.51M | Hold |
10,780
| – | – | 2.07% | 8 |
|
|
2023
Q2 | $1.44M | Buy |
10,780
+4,060
| +60% | +$543K | 1.95% | 8 |
|
|
2023
Q1 | $881K | Sell |
6,720
-4,036
| -38% | -$529K | 1.3% | 10 |
|
|
2022
Q4 | $1.52M | Buy |
10,756
+34
| +0.3% | +$4.79K | 1.74% | 11 |
|
|
2022
Q3 | $1.27M | Buy |
+10,722
| New | +$1.27M | 1.34% | 13 |
|
|
2022
Q1 | $1.39M | Sell |
10,666
-324
| -3% | -$42.1K | 1.02% | 19 |
|
|
2021
Q4 | $1.47M | Sell |
10,990
-1,133
| -9% | -$151K | 0.99% | 21 |
|
|
2021
Q3 | $1.61M | Sell |
12,123
-492
| -4% | -$65.3K | 1.24% | 17 |
|
|
2021
Q2 | $1.77M | Sell |
12,615
-209
| -2% | -$29.3K | 1.39% | 16 |
|
|
2021
Q1 | $1.63M | Buy |
+12,824
| New | +$1.63M | 1.38% | 17 |
|
|
2020
Q2 | $1.51M | Buy |
+11,215
| New | +$1.51M | 2.34% | 7 |
|