Congress Park Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Sell |
2,563
-1,000
| -28% | -$295K | 0.25% | 65 |
|
|
2025
Q1 | $886K | Sell |
3,563
-300
| -8% | -$74.6K | 0.34% | 50 |
|
|
2024
Q4 | $849K | Hold |
3,863
| – | – | 0.31% | 64 |
|
|
2024
Q3 | $854K | Hold |
3,863
| – | – | 0.32% | 61 |
|
|
2024
Q2 | $668K | Sell |
3,863
-1,360
| -26% | -$235K | 0.27% | 67 |
|
|
2024
Q1 | $997K | Buy |
5,223
+1,360
| +35% | +$260K | 0.44% | 51 |
|
|
2023
Q4 | $632K | Hold |
3,863
| – | – | 0.31% | 67 |
|
|
2023
Q3 | $542K | Hold |
3,863
| – | – | 0.28% | 73 |
|
|
2023
Q2 | $517K | Hold |
3,863
| – | – | 0.26% | 79 |
|
|
2023
Q1 | $506K | Sell |
3,863
-950
| -20% | -$125K | 0.26% | 74 |
|
|
2022
Q4 | $678K | Sell |
4,813
-25
| -0.5% | -$3.52K | 0.4% | 61 |
|
|
2022
Q3 | $575K | Sell |
4,838
-125
| -3% | -$14.9K | 0.33% | 63 |
|
|
2022
Q2 | $701K | Sell |
4,963
-1,950
| -28% | -$275K | 0.43% | 60 |
|
|
2022
Q1 | $899K | Buy |
6,913
+250
| +4% | +$32.5K | 0.45% | 57 |
|
|
2021
Q4 | $891K | Sell |
6,663
-202
| -3% | -$27K | 0.44% | 54 |
|
|
2021
Q3 | $912K | Sell |
6,865
-967
| -12% | -$128K | 0.47% | 57 |
|
|
2021
Q2 | $1.1M | Buy |
7,832
+156
| +2% | +$21.9K | 0.55% | 48 |
|
|
2021
Q1 | $978K | Buy |
7,676
+53
| +0.7% | +$6.75K | 0.55% | 53 |
|
|
2020
Q4 | $917K | Buy |
7,623
+1,333
| +21% | +$160K | 0.54% | 44 |
|
|
2020
Q3 | $732K | Buy |
6,290
+314
| +5% | +$36.5K | 0.45% | 47 |
|
|
2020
Q2 | $690K | Buy |
5,976
+994
| +20% | +$115K | 0.53% | 48 |
|
|
2020
Q1 | $528K | Sell |
4,982
-366
| -7% | -$38.8K | 0.48% | 45 |
|
|
2019
Q4 | $685K | Sell |
5,348
-1,569
| -23% | -$201K | 0.51% | 45 |
|
|
2019
Q3 | $962K | Sell |
6,917
-209
| -3% | -$29.1K | 0.81% | 33 |
|
|
2019
Q2 | $1.03M | Sell |
7,126
-6,177
| -46% | -$894K | 0.82% | 35 |
|
|
2019
Q1 | $1.8M | Buy |
13,303
+6,277
| +89% | +$847K | 1.55% | 19 |
|
|
2018
Q4 | $763K | Sell |
7,026
-4,366
| -38% | -$474K | 0.84% | 35 |
|
|
2018
Q3 | $1.65M | Sell |
11,392
-1,291
| -10% | -$187K | 1.48% | 18 |
|
|
2018
Q2 | $1.69M | Sell |
12,683
-562
| -4% | -$75.1K | 1.62% | 17 |
|
|
2018
Q1 | $1.94M | Sell |
13,245
-500
| -4% | -$73.3K | 2% | 12 |
|
|
2017
Q4 | $2.02M | Buy |
+13,745
| New | +$2.02M | 2.03% | 13 |
|