Collective Family Office’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,360
| Closed | -$301K | – | 169 |
|
|
2024
Q3 | $301K | Sell |
1,360
-100
| -7% | -$22.1K | 0.08% | 147 |
|
|
2024
Q2 | $253K | Buy |
+1,460
| New | +$253K | 0.07% | 158 |
|
|
2023
Q1 | – | Sell |
-2,984
| Closed | -$420K | – | 172 |
|
|
2022
Q4 | $420K | Sell |
2,984
-1,774
| -37% | -$250K | 0.19% | 105 |
|
|
2022
Q3 | $565K | Sell |
4,758
-171
| -3% | -$20.3K | 0.28% | 89 |
|
|
2022
Q2 | $696K | Sell |
4,929
-2,753
| -36% | -$389K | 0.3% | 87 |
|
|
2022
Q1 | $999K | Buy |
7,682
+1,936
| +34% | +$252K | 0.38% | 72 |
|
|
2021
Q4 | $768K | Sell |
5,746
-430
| -7% | -$57.5K | 0.3% | 90 |
|
|
2021
Q3 | $820K | Sell |
6,176
-174
| -3% | -$23.1K | 0.35% | 70 |
|
|
2021
Q2 | $890K | Buy |
6,350
+942
| +17% | +$132K | 0.38% | 70 |
|
|
2021
Q1 | $689K | Buy |
5,408
+1,831
| +51% | +$233K | 0.34% | 78 |
|
|
2020
Q4 | $431K | Buy |
+3,577
| New | +$431K | 0.24% | 104 |
|