Cornerstone Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
3,746
+16
| +0.4% | +$4.72K | 0.12% | 90 |
|
|
2025
Q1 | $929K | Buy |
3,730
+207
| +6% | +$51.6K | 0.11% | 96 |
|
|
2024
Q4 | $920K | Buy |
3,523
+329
| +10% | +$86K | 0.1% | 94 |
|
|
2024
Q3 | $706K | Buy |
3,194
+68
| +2% | +$15K | 0.09% | 105 |
|
|
2024
Q2 | $541K | Buy |
3,126
+7
| +0.2% | +$1.21K | 0.08% | 122 |
|
|
2024
Q1 | $596K | Buy |
3,119
+85
| +3% | +$16.2K | 0.08% | 129 |
|
|
2023
Q4 | $496K | Buy |
3,034
+44
| +1% | +$7.2K | 0.08% | 140 |
|
|
2023
Q3 | $419K | Buy |
2,990
+45
| +2% | +$6.31K | 0.07% | 143 |
|
|
2023
Q2 | $394K | Sell |
2,945
-974
| -25% | -$130K | 0.07% | 146 |
|
|
2023
Q1 | $514K | Sell |
3,919
-1,324
| -25% | -$174K | 0.09% | 130 |
|
|
2022
Q4 | $739K | Buy |
5,243
+3
| +0.1% | +$423 | 0.15% | 97 |
|
|
2022
Q3 | $623K | Hold |
5,240
| – | – | 0.14% | 100 |
|
|
2022
Q2 | $740K | Sell |
5,240
-1,988
| -28% | -$281K | 0.17% | 90 |
|
|
2022
Q1 | $940K | Sell |
7,228
-94
| -1% | -$12.2K | 0.14% | 114 |
|
|
2021
Q4 | $979K | Sell |
7,322
-1,011
| -12% | -$135K | 0.14% | 113 |
|
|
2021
Q3 | $1.11M | Buy |
8,333
+286
| +4% | +$38K | 0.18% | 91 |
|
|
2021
Q2 | $1.13M | Hold |
8,047
| – | – | 0.19% | 88 |
|
|
2021
Q1 | $1.03M | Sell |
8,047
-1,581
| -16% | -$201K | 0.19% | 90 |
|
|
2020
Q4 | $1.16M | Sell |
9,628
-55
| -0.6% | -$6.62K | 0.23% | 79 |
|
|
2020
Q3 | $1.13M | Buy |
9,683
+4,694
| +94% | +$546K | 0.26% | 74 |
|
|
2020
Q2 | $576K | Buy |
4,989
+1
| +0% | +$115 | 0.15% | 107 |
|
|
2020
Q1 | $529K | Buy |
4,988
+1
| +0% | +$106 | 0.16% | 88 |
|
|
2019
Q4 | $639K | Sell |
4,987
-220
| -4% | -$28.2K | 0.13% | 99 |
|
|
2019
Q3 | $724K | Sell |
5,207
-163
| -3% | -$22.7K | 0.16% | 86 |
|
|
2019
Q2 | $708K | Buy |
5,370
+5
| +0.1% | +$659 | 0.15% | 87 |
|
|
2019
Q1 | $724K | Sell |
5,365
-1,909
| -26% | -$258K | 0.16% | 86 |
|
|
2018
Q4 | $791K | Sell |
7,274
-260
| -3% | -$28.3K | 0.21% | 78 |
|
|
2018
Q3 | $1.09M | Buy |
7,534
+11
| +0.1% | +$1.59K | 0.32% | 63 |
|
|
2018
Q2 | $1.01M | Buy |
7,523
+928
| +14% | +$124K | 0.33% | 63 |
|
|
2018
Q1 | $967K | Buy |
6,595
+1,257
| +24% | +$184K | 0.35% | 59 |
|
|
2017
Q4 | $783K | Buy |
5,338
+742
| +16% | +$109K | 0.27% | 70 |
|
|
2017
Q3 | $638K | Buy |
4,596
+56
| +1% | +$7.77K | 0.22% | 77 |
|
|
2017
Q2 | $668K | Sell |
4,540
-34
| -0.7% | -$5K | 0.22% | 74 |
|
|
2017
Q1 | $762K | Sell |
4,574
-11
| -0.2% | -$1.83K | 0.38% | 40 |
|
|
2016
Q4 | $728K | Buy |
4,585
+32
| +0.7% | +$5.08K | 0.55% | 35 |
|
|
2016
Q3 | $691K | Buy |
4,553
+3
| +0.1% | +$455 | 0.57% | 29 |
|
|
2016
Q2 | $660K | Buy |
4,550
+18
| +0.4% | +$2.61K | 0.55% | 29 |
|
|
2016
Q1 | $656K | Sell |
4,532
-11
| -0.2% | -$1.59K | 0.56% | 30 |
|
|
2015
Q4 | $598K | Buy |
+4,543
| New | +$598K | 0.51% | 33 |
|