CIA
Compass Ion Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
10,671
+12
| +0.1% | +$3.54K | 0.34% | 37 |
|
|
2025
Q1 | $2.65M | Buy |
10,659
+11
| +0.1% | +$2.74K | 0.31% | 39 |
|
|
2024
Q4 | $2.34M | Buy |
10,648
+375
| +4% | +$82.4K | 0.28% | 48 |
|
|
2024
Q3 | $2.27M | Sell |
10,273
-353
| -3% | -$78K | 0.28% | 50 |
|
|
2024
Q2 | $2.03M | Hold |
10,626
| – | – | 0.29% | 49 |
|
|
2024
Q1 | $2.03M | Sell |
10,626
-102
| -1% | -$19.5K | 0.29% | 49 |
|
|
2023
Q4 | $1.75M | Buy |
10,728
+624
| +6% | +$102K | 0.27% | 54 |
|
|
2023
Q3 | $1.42M | Buy |
+10,104
| New | +$1.42M | 0.24% | 61 |
|