Cottonwood Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $460K | Sell |
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|
2025
Q2 | $483K | Hold |
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|
2025
Q1 | $408K | Hold |
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|
2024
Q4 | $361K | Sell |
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|
2024
Q3 | $366K | Sell |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $302K | Hold |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $221K | Sell |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $223K | Hold |
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|
2021
Q4 | $229K | Buy |
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