Consolidated Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
900
-300
| -25% | -$88.4K | 0.1% | 42 |
|
|
2025
Q1 | $298K | Buy |
+1,200
| New | +$298K | 0.12% | 38 |
|
|
2017
Q4 | – | Sell |
-1,826
| Closed | -$253K | – | 54 |
|
|
2017
Q3 | $253K | Buy |
1,826
+316
| +21% | +$43.8K | 0.32% | 40 |
|
|
2017
Q2 | $222K | Hold |
1,510
| – | – | 0.33% | 34 |
|
|
2017
Q1 | $251K | Buy |
+1,510
| New | +$251K | 0.39% | 34 |
|