Continuum Advisory’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
4,473
+308
| +7% | +$90.8K | 0.16% | 130 |
|
|
2025
Q1 | $1.04M | Buy |
4,165
+87
| +2% | +$21.6K | 0.13% | 147 |
|
|
2024
Q4 | $897K | Buy |
4,078
+10
| +0.2% | +$2.2K | 0.11% | 166 |
|
|
2024
Q3 | $850K | Sell |
4,068
-784
| -16% | -$164K | 0.11% | 174 |
|
|
2024
Q2 | $839K | Sell |
4,852
-74
| -2% | -$12.8K | 0.12% | 170 |
|
|
2024
Q1 | $819K | Sell |
4,926
-469
| -9% | -$78K | 0.12% | 174 |
|
|
2023
Q4 | $882K | Sell |
5,395
-493
| -8% | -$80.6K | 0.13% | 190 |
|
|
2023
Q3 | $826K | Buy |
5,888
+654
| +12% | +$91.8K | 0.13% | 190 |
|
|
2023
Q2 | $700K | Buy |
5,234
+272
| +5% | +$36.4K | 0.11% | 221 |
|
|
2023
Q1 | $650K | Buy |
4,962
+78
| +2% | +$10.2K | 0.11% | 220 |
|
|
2022
Q4 | $688K | Buy |
4,884
+72
| +1% | +$10.1K | 0.12% | 202 |
|
|
2022
Q3 | $572K | Buy |
4,812
+10
| +0.2% | +$1.19K | 0.1% | 214 |
|
|
2022
Q2 | $678K | Buy |
4,802
+156
| +3% | +$22K | 0.12% | 205 |
|
|
2022
Q1 | $614K | Buy |
+4,646
| New | +$614K | 0.12% | 212 |
|