CoreFirst Bank & Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
1,786
-345
| -16% | -$102K | 0.3% | 72 |
|
|
2025
Q1 | $530K | Hold |
2,131
| – | – | 0.34% | 68 |
|
|
2024
Q4 | $468K | Sell |
2,131
-65
| -3% | -$14.3K | 0.28% | 73 |
|
|
2024
Q3 | $485K | Hold |
2,196
| – | – | 0.28% | 74 |
|
|
2024
Q2 | $380K | Hold |
2,196
| – | – | 0.26% | 85 |
|
|
2024
Q1 | $419K | Sell |
2,196
-1,470
| -40% | -$281K | 0.26% | 81 |
|
|
2023
Q4 | $600K | Sell |
3,666
-724
| -16% | -$118K | 0.4% | 61 |
|
|
2023
Q3 | $616K | Sell |
4,390
-21
| -0.5% | -$2.95K | 0.44% | 60 |
|
|
2023
Q2 | $590K | Sell |
4,411
-750
| -15% | -$100K | 0.42% | 56 |
|
|
2023
Q1 | $677K | Sell |
5,161
-400
| -7% | -$52.4K | 0.49% | 51 |
|
|
2022
Q4 | $783K | Sell |
5,561
-710
| -11% | -$100K | 0.59% | 43 |
|
|
2022
Q3 | $745K | Sell |
6,271
-254
| -4% | -$30.2K | 0.64% | 36 |
|
|
2022
Q2 | $921K | Sell |
6,525
-504
| -7% | -$71.1K | 0.73% | 33 |
|
|
2022
Q1 | $914K | Hold |
7,029
| – | – | 0.63% | 41 |
|
|
2021
Q4 | $939K | Sell |
7,029
-1,902
| -21% | -$254K | 0.61% | 42 |
|
|
2021
Q3 | $1.19M | Buy |
8,931
+247
| +3% | +$32.8K | 0.82% | 25 |
|
|
2021
Q2 | $1.22M | Sell |
8,684
-285
| -3% | -$39.9K | 0.83% | 25 |
|
|
2021
Q1 | $1.14M | Hold |
8,969
| – | – | 0.79% | 26 |
|
|
2020
Q4 | $1.08M | Buy |
+8,969
| New | +$1.08M | 0.8% | 26 |
|