CAMV
Concord Asset Management (Virginia)’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.83M | Buy |
6,204
+2,345
| +61% | +$691K | 0.28% | 91 |
|
2025
Q1 | $947K | Buy |
+3,859
| New | +$947K | 0.21% | 97 |
|
2024
Q2 | – | Sell |
-1,249
| Closed | -$239K | – | 135 |
|
2024
Q1 | $239K | Sell |
1,249
-10
| -0.8% | -$1.91K | 0.06% | 129 |
|
2023
Q4 | $206K | Buy |
+1,259
| New | +$206K | 0.06% | 132 |
|