CIA
Concurrent Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Sell |
49,636
-976
| -2% | -$288K | 0.28% | 78 |
|
|
2025
Q1 | $12.6M | Buy |
50,612
+2,969
| +6% | +$738K | 0.31% | 68 |
|
|
2024
Q4 | $10.5M | Buy |
47,643
+13,234
| +38% | +$2.91M | 0.28% | 80 |
|
|
2024
Q3 | $7.61M | Buy |
34,409
+2,078
| +6% | +$459K | 0.22% | 104 |
|
|
2024
Q2 | $5.59M | Buy |
32,331
+3,625
| +13% | +$627K | 0.18% | 120 |
|
|
2024
Q1 | $5.48M | Sell |
28,706
-1,416
| -5% | -$270K | 0.22% | 104 |
|
|
2023
Q4 | $4.93M | Buy |
+30,122
| New | +$4.93M | 0.23% | 97 |
|