CFSG
Community Financial Services Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
983
| – | – | 0.06% | 86 |
|
|
2025
Q1 | $244K | Hold |
983
| – | – | 0.05% | 94 |
|
|
2024
Q4 | $216K | Hold |
983
| – | – | 0.04% | 114 |
|
|
2024
Q3 | $217K | Buy |
+983
| New | +$217K | 0.04% | 117 |
|
|
2019
Q2 | – | Sell |
-3,106
| Closed | -$438K | – | 78 |
|
|
2019
Q1 | $438K | Hold |
3,106
| – | – | 0.15% | 58 |
|
|
2018
Q4 | $353K | Hold |
3,106
| – | – | 0.13% | 62 |
|
|
2018
Q3 | $470K | Hold |
3,106
| – | – | 0.16% | 57 |
|
|
2018
Q2 | $434K | Buy |
+3,106
| New | +$434K | 0.16% | 58 |
|
|
2017
Q4 | – | Sell |
-1,531
| Closed | -$223K | – | 70 |
|
|
2017
Q3 | $223K | Sell |
1,531
-593
| -28% | -$86.4K | 0.09% | 59 |
|
|
2017
Q2 | $327K | Sell |
2,124
-36,270
| -94% | -$5.58M | 0.14% | 50 |
|
|
2017
Q1 | $6.69M | Buy |
38,394
+1,377
| +4% | +$240K | 3% | 11 |
|
|
2016
Q4 | $6.15M | Buy |
37,017
+164
| +0.4% | +$27.2K | 2.9% | 12 |
|
|
2016
Q3 | $5.85M | Buy |
36,853
+619
| +2% | +$98.3K | 2.77% | 13 |
|
|
2016
Q2 | $5.5M | Sell |
36,234
-124
| -0.3% | -$18.8K | 2.71% | 12 |
|
|
2016
Q1 | $5.51M | Buy |
36,358
+953
| +3% | +$144K | 2.7% | 13 |
|
|
2015
Q4 | $4.87M | Buy |
35,405
+15,839
| +81% | +$2.18M | 2.39% | 18 |
|
|
2015
Q3 | $2.84M | Buy |
19,566
+1,930
| +11% | +$280K | 1.41% | 32 |
|
|
2015
Q2 | $2.87M | Buy |
17,636
+2,912
| +20% | +$474K | 1.37% | 35 |
|
|
2015
Q1 | $2.36M | Buy |
14,724
+12,669
| +616% | +$2.03M | 1.11% | 34 |
|
|
2014
Q4 | $330K | Sell |
2,055
-32
| -2% | -$5.14K | 0.15% | 61 |
|
|
2014
Q3 | $396K | Sell |
2,087
-15
| -0.7% | -$2.85K | 0.2% | 57 |
|
|
2014
Q2 | $381K | Sell |
2,102
-45
| -2% | -$8.16K | 0.19% | 57 |
|
|
2014
Q1 | $413K | Sell |
2,147
-244
| -10% | -$46.9K | 0.2% | 56 |
|
|
2013
Q4 | $448K | Buy |
2,391
+180
| +8% | +$33.7K | 0.24% | 53 |
|
|
2013
Q3 | $410K | Buy |
2,211
+85
| +4% | +$15.8K | 0.23% | 54 |
|
|
2013
Q2 | $406K | Buy |
+2,126
| New | +$406K | 0.24% | 54 |
|