Comprehensive Financial Consultants Institutional’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
1,155
-1
| -0.1% | -$295 | 0.11% | 145 |
|
|
2025
Q1 | $287K | Sell |
1,156
-3
| -0.3% | -$746 | 0.1% | 146 |
|
|
2024
Q4 | $255K | Buy |
1,159
+1
| +0.1% | +$220 | 0.09% | 152 |
|
|
2024
Q3 | $256K | Sell |
1,158
-3
| -0.3% | -$663 | 0.09% | 149 |
|
|
2024
Q2 | $201K | Hold |
1,161
| – | – | 0.08% | 157 |
|
|
2024
Q1 | $222K | Buy |
+1,161
| New | +$222K | 0.09% | 150 |
|
|
2023
Q1 | – | Sell |
-1,411
| Closed | -$205K | – | 166 |
|
|
2022
Q4 | $205K | Buy |
+1,411
| New | +$205K | 0.12% | 154 |
|
|
2022
Q2 | – | Sell |
-1,459
| Closed | -$201K | – | 158 |
|
|
2022
Q1 | $201K | Hold |
1,459
| – | – | 0.14% | 153 |
|
|
2021
Q4 | $181K | Buy |
+1,459
| New | +$181K | 0.12% | 165 |
|