Coastwise Capital 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 | $452K | Buy |
1,533
+78
| +5% | +$23K | 0.36% | 63 |
|
|
2025
Q1 | $362K | Sell |
1,455
-3,665
| -72% | -$912K | 0.3% | 77 |
|
|
2024
Q4 | $1.13M | Sell |
5,120
-399
| -7% | -$87.7K | 0.9% | 30 |
|
|
2024
Q3 | $1.22M | Buy |
5,519
+330
| +6% | +$73K | 1% | 26 |
|
|
2024
Q2 | $897K | Sell |
5,189
-771
| -13% | -$133K | 0.86% | 31 |
|
|
2024
Q1 | $1.14M | Sell |
5,960
-2,818
| -32% | -$538K | 1.06% | 25 |
|
|
2023
Q4 | $1.44M | Sell |
8,778
-605
| -6% | -$98.9K | 1.46% | 14 |
|
|
2023
Q3 | $1.32M | Buy |
9,383
+122
| +1% | +$17.1K | 1.51% | 14 |
|
|
2023
Q2 | $1.24M | Buy |
9,261
+928
| +11% | +$124K | 1.4% | 14 |
|
|
2023
Q1 | $1.09M | Buy |
8,333
+481
| +6% | +$63.1K | 1.25% | 19 |
|
|
2022
Q4 | $1.11M | Buy |
7,852
+1,016
| +15% | +$143K | 1.31% | 17 |
|
|
2022
Q3 | $812K | Buy |
6,836
+26
| +0.4% | +$3.09K | 1.28% | 25 |
|
|
2022
Q2 | $961K | Buy |
6,810
+60
| +0.9% | +$8.47K | 1.17% | 22 |
|
|
2022
Q1 | $878K | Buy |
+6,750
| New | +$878K | 1.09% | 24 |
|