CAAM
Cornerstone Advisors Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
3,759
+128
| +4% | +$37.7K | 0.21% | 55 |
|
|
2025
Q1 | $903K | Hold |
3,631
| – | – | 0.19% | 65 |
|
|
2024
Q4 | $798K | Buy |
3,631
+3
| +0.1% | +$659 | 0.17% | 64 |
|
|
2024
Q3 | $802K | Hold |
3,628
| – | – | 0.18% | 59 |
|
|
2024
Q2 | $627K | Hold |
3,628
| – | – | 0.18% | 64 |
|
|
2024
Q1 | $693K | Hold |
3,628
| – | – | 0.24% | 54 |
|
|
2023
Q4 | $593K | Hold |
3,628
| – | – | 0.22% | 61 |
|
|
2023
Q3 | $509K | Buy |
3,628
+84
| +2% | +$11.8K | 0.2% | 65 |
|
|
2023
Q2 | $474K | Buy |
3,544
+16
| +0.5% | +$2.14K | 0.2% | 66 |
|
|
2023
Q1 | $462K | Hold |
3,528
| – | – | 0.23% | 61 |
|
|
2022
Q4 | $497K | Hold |
3,528
| – | – | 0.27% | 62 |
|
|
2022
Q3 | $419K | Sell |
3,528
-200
| -5% | -$23.8K | 0.32% | 42 |
|
|
2022
Q2 | $526K | Sell |
3,728
-600
| -14% | -$84.7K | 0.37% | 41 |
|
|
2022
Q1 | $563K | Buy |
4,328
+600
| +16% | +$78K | 0.39% | 39 |
|
|
2021
Q4 | $498K | Buy |
+3,728
| New | +$498K | 0.38% | 38 |
|