Cottonwood Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Hold |
1,640
| – | – | 0.32% | 66 |
|
|
2025
Q1 | $408K | Hold |
1,640
| – | – | 0.3% | 74 |
|
|
2024
Q4 | $361K | Sell |
1,640
-15
| -0.9% | -$3.3K | 0.26% | 82 |
|
|
2024
Q3 | $366K | Sell |
1,655
-12
| -0.7% | -$2.65K | 0.27% | 76 |
|
|
2024
Q2 | $294K | Hold |
1,667
| – | – | 0.23% | 87 |
|
|
2024
Q1 | $302K | Hold |
1,667
| – | – | 0.24% | 85 |
|
|
2023
Q4 | $273K | Sell |
1,667
-341
| -17% | -$55.8K | 0.22% | 94 |
|
|
2023
Q3 | $282K | Buy |
2,008
+327
| +19% | +$45.9K | 0.26% | 82 |
|
|
2023
Q2 | $225K | Sell |
1,681
-6
| -0.4% | -$803 | 0.21% | 81 |
|
|
2023
Q1 | $221K | Sell |
1,687
-2
| -0.1% | -$262 | 0.2% | 84 |
|
|
2022
Q4 | $238K | Sell |
1,689
-12
| -0.7% | -$1.69K | 0.21% | 79 |
|
|
2022
Q3 | $202K | Hold |
1,701
| – | – | 0.19% | 83 |
|
|
2022
Q2 | $240K | Sell |
1,701
-11
| -0.6% | -$1.55K | 0.22% | 76 |
|
|
2022
Q1 | $223K | Hold |
1,712
| – | – | 0.18% | 91 |
|
|
2021
Q4 | $229K | Buy |
+1,712
| New | +$229K | 0.18% | 93 |
|