Cohen Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Sell |
2,800
-172
| -6% | -$50.7K | 0.43% | 44 |
|
|
2025
Q1 | $739K | Buy |
2,972
+5
| +0.2% | +$1.24K | 0.43% | 44 |
|
|
2024
Q4 | $652K | Buy |
2,967
+9
| +0.3% | +$1.98K | 0.39% | 45 |
|
|
2024
Q3 | $654K | Sell |
2,958
-513
| -15% | -$113K | 0.4% | 45 |
|
|
2024
Q2 | $487K | Sell |
3,471
-40
| -1% | -$5.61K | 0.39% | 52 |
|
|
2024
Q1 | $670K | Buy |
3,511
+323
| +10% | +$61.7K | 0.43% | 46 |
|
|
2023
Q4 | $521K | Sell |
3,188
-283
| -8% | -$46.3K | 0.38% | 50 |
|
|
2023
Q3 | $487K | Sell |
3,471
-218
| -6% | -$30.6K | 0.39% | 52 |
|
|
2023
Q2 | $494K | Buy |
3,689
+59
| +2% | +$7.9K | 0.4% | 58 |
|
|
2023
Q1 | $476K | Buy |
3,630
+127
| +4% | +$16.6K | 0.38% | 59 |
|
|
2022
Q4 | $494K | Buy |
3,503
+205
| +6% | +$28.9K | 0.41% | 54 |
|
|
2022
Q3 | $392K | Buy |
3,298
+47
| +1% | +$5.59K | 0.36% | 60 |
|
|
2022
Q2 | $459K | Buy |
3,251
+56
| +2% | +$7.91K | 0.39% | 57 |
|
|
2022
Q1 | $415K | Buy |
3,195
+44
| +1% | +$5.72K | 0.31% | 69 |
|
|
2021
Q4 | $421K | Sell |
3,151
-93
| -3% | -$12.4K | 0.3% | 66 |
|
|
2021
Q3 | $431K | Buy |
3,244
+12
| +0.4% | +$1.59K | 0.33% | 58 |
|
|
2021
Q2 | $453K | Sell |
3,232
-24
| -0.7% | -$3.36K | 0.35% | 56 |
|
|
2021
Q1 | $415K | Buy |
3,256
+79
| +2% | +$10.1K | 0.34% | 60 |
|
|
2020
Q4 | $382K | Buy |
+3,177
| New | +$382K | 0.34% | 62 |
|