CPA
Clear Point Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
933
+45
| +5% | +$13.3K | 0.23% | 98 |
|
|
2025
Q1 | $221K | Buy |
+888
| New | +$221K | 0.2% | 103 |
|
|
2024
Q4 | – | Sell |
-876
| Closed | -$194K | – | 309 |
|
|
2024
Q3 | $194K | Hold |
876
| – | – | 0.15% | 107 |
|
|
2024
Q2 | $152K | Hold |
876
| – | – | 0.12% | 117 |
|
|
2024
Q1 | $167K | Hold |
876
| – | – | 0.14% | 112 |
|
|
2023
Q4 | $143K | Buy |
+876
| New | +$143K | 0.13% | 118 |
|