Copperwynd Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
5,233
+24
| +0.5% | +$7.07K | 0.38% | 48 |
|
|
2025
Q1 | $1.3M | Buy |
5,209
+640
| +14% | +$159K | 0.36% | 51 |
|
|
2024
Q4 | $1M | Sell |
4,569
-53
| -1% | -$11.7K | 0.28% | 63 |
|
|
2024
Q3 | $1.02M | Sell |
4,622
-388
| -8% | -$85.8K | 0.31% | 57 |
|
|
2024
Q2 | $963K | Buy |
5,010
+494
| +11% | +$94.9K | 0.31% | 49 |
|
|
2024
Q1 | $862K | Sell |
4,516
-132
| -3% | -$25.2K | 0.31% | 51 |
|
|
2023
Q4 | $760K | Buy |
4,648
+6
| +0.1% | +$981 | 0.3% | 54 |
|
|
2023
Q3 | $651K | Sell |
4,642
-106
| -2% | -$14.9K | 0.31% | 59 |
|
|
2023
Q2 | $635K | Buy |
4,748
+140
| +3% | +$18.7K | 0.3% | 79 |
|
|
2023
Q1 | $604K | Buy |
4,608
+32
| +0.7% | +$4.2K | 0.31% | 74 |
|
|
2022
Q4 | $645K | Sell |
4,576
-28
| -0.6% | -$3.95K | 0.36% | 66 |
|
|
2022
Q3 | $547K | Sell |
4,604
-103
| -2% | -$12.2K | 0.31% | 70 |
|
|
2022
Q2 | $665K | Sell |
4,707
-41
| -0.9% | -$5.79K | 0.39% | 54 |
|
|
2022
Q1 | $617K | Buy |
4,748
+638
| +16% | +$82.9K | 0.26% | 82 |
|
|
2021
Q4 | $549K | Sell |
4,110
-431
| -9% | -$57.6K | 0.21% | 93 |
|
|
2021
Q3 | $603K | Buy |
4,541
+198
| +5% | +$26.3K | 0.25% | 78 |
|
|
2021
Q2 | $609K | Buy |
4,343
+47
| +1% | +$6.59K | 0.26% | 71 |
|
|
2021
Q1 | $547K | Buy |
4,296
+770
| +22% | +$98K | 0.25% | 67 |
|
|
2020
Q4 | $424K | Sell |
3,526
-798
| -18% | -$96K | 0.2% | 86 |
|
|
2020
Q3 | $503K | Sell |
4,324
-93
| -2% | -$10.8K | 0.27% | 59 |
|
|
2020
Q2 | $510K | Sell |
4,417
-226
| -5% | -$26.1K | 0.29% | 50 |
|
|
2020
Q1 | $492K | Buy |
4,643
+404
| +10% | +$42.8K | 0.23% | 34 |
|
|
2019
Q4 | $543K | Sell |
4,239
-244
| -5% | -$31.3K | 0.29% | 75 |
|
|
2019
Q3 | $590K | Buy |
4,483
+563
| +14% | +$74.1K | 0.34% | 60 |
|
|
2019
Q2 | $517K | Buy |
3,920
+29
| +0.7% | +$3.83K | 0.3% | 53 |
|
|
2019
Q1 | $525K | Buy |
3,891
+260
| +7% | +$35.1K | 0.31% | 44 |
|
|
2018
Q4 | $395K | Sell |
3,631
-410
| -10% | -$44.6K | 0.24% | 48 |
|
|
2018
Q3 | $584K | Buy |
+4,041
| New | +$584K | 0.35% | 40 |
|