Cooper Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
8,810
+255
| +3% | +$75.2K | 0.31% | 58 |
|
|
2025
Q1 | $2.13M | Buy |
8,555
+365
| +4% | +$90.8K | 0.28% | 68 |
|
|
2024
Q4 | $1.8M | Buy |
8,190
+195
| +2% | +$42.9K | 0.22% | 88 |
|
|
2024
Q3 | $1.77M | Sell |
7,995
-2,854
| -26% | -$631K | 0.23% | 75 |
|
|
2024
Q2 | $1.88M | Sell |
10,849
-2,358
| -18% | -$408K | 0.28% | 66 |
|
|
2024
Q1 | $2.52M | Buy |
13,207
+301
| +2% | +$57.5K | 0.41% | 39 |
|
|
2023
Q4 | $2.11M | Buy |
12,906
+787
| +6% | +$129K | 0.38% | 46 |
|
|
2023
Q3 | $1.7M | Buy |
12,119
+242
| +2% | +$34K | 0.41% | 52 |
|
|
2023
Q2 | $1.59M | Buy |
11,877
+435
| +4% | +$58.2K | 0.39% | 58 |
|
|
2023
Q1 | $1.5M | Buy |
11,442
+817
| +8% | +$107K | 0.4% | 56 |
|
|
2022
Q4 | $1.5M | Sell |
10,625
-212
| -2% | -$29.9K | 0.46% | 52 |
|
|
2022
Q3 | $1.29M | Buy |
10,837
+667
| +7% | +$79.2K | 0.46% | 53 |
|
|
2022
Q2 | $1.44M | Sell |
10,170
-1,271
| -11% | -$179K | 0.52% | 52 |
|
|
2022
Q1 | $1.49M | Buy |
11,441
+485
| +4% | +$63.1K | 0.57% | 44 |
|
|
2021
Q4 | $1.46M | Sell |
10,956
-3,370
| -24% | -$450K | 0.55% | 45 |
|
|
2021
Q3 | $1.9M | Buy |
14,326
+719
| +5% | +$95.5K | 0.39% | 42 |
|
|
2021
Q2 | $1.91M | Buy |
13,607
+999
| +8% | +$140K | 0.39% | 40 |
|
|
2021
Q1 | $1.61M | Buy |
12,608
+1,216
| +11% | +$155K | 0.36% | 44 |
|
|
2020
Q4 | $1.37M | Buy |
11,392
+297
| +3% | +$35.7K | 0.28% | 61 |
|
|
2020
Q3 | $1.29M | Sell |
11,095
-177
| -2% | -$20.6K | 0.37% | 46 |
|
|
2020
Q2 | $1.3M | Buy |
11,272
+1,596
| +16% | +$184K | 0.42% | 40 |
|
|
2020
Q1 | $1.03M | Buy |
+9,676
| New | +$1.03M | 0.43% | 38 |
|
|
2019
Q4 | – | Sell |
-1,452
| Closed | -$202K | – | 158 |
|
|
2019
Q3 | $202K | Sell |
1,452
-97
| -6% | -$13.5K | 0.09% | 137 |
|
|
2019
Q2 | $204K | Buy |
+1,549
| New | +$204K | 0.1% | 122 |
|