CoreCap Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43M | Buy |
25,195
+2,298
| +10% | +$677K | 0.3% | 64 |
|
|
2025
Q1 | $5.69M | Sell |
22,897
-2,800
| -11% | -$696K | 0.25% | 77 |
|
|
2024
Q4 | $5.65M | Buy |
25,697
+6,942
| +37% | +$1.53M | 0.26% | 65 |
|
|
2024
Q3 | $4.15M | Buy |
+18,755
| New | +$4.15M | 0.2% | 101 |
|
|
2024
Q2 | – | Sell |
-27,821
| Closed | -$5.31M | – | 2062 |
|
|
2024
Q1 | $5.31M | Buy |
27,821
+3,310
| +14% | +$632K | 0.28% | 62 |
|
|
2023
Q4 | $4.01M | Buy |
24,511
+6,351
| +35% | +$1.04M | 0.26% | 76 |
|
|
2023
Q3 | $2.55M | Sell |
18,160
-234
| -1% | -$32.8K | 0.18% | 114 |
|
|
2023
Q2 | $2.46M | Buy |
+18,394
| New | +$2.46M | 0.18% | 108 |
|
|
2022
Q4 | $3.97M | Buy |
28,186
+3,675
| +15% | +$518K | 0.28% | 66 |
|
|
2022
Q3 | $2.91M | Buy |
24,511
+8,977
| +58% | +$1.07M | 0.24% | 73 |
|
|
2022
Q2 | $2.19M | Buy |
15,534
+5,043
| +48% | +$712K | 0.17% | 97 |
|
|
2022
Q1 | $1.36M | Sell |
10,491
-3,319
| -24% | -$432K | 0.09% | 171 |
|
|
2021
Q4 | $1.85M | Buy |
+13,810
| New | +$1.85M | 0.12% | 138 |
|