COWA LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
4,725
+172
| +4% | +$50.7K | 0.53% | 42 |
|
|
2025
Q1 | $1.13M | Sell |
4,553
-48
| -1% | -$11.9K | 0.48% | 44 |
|
|
2024
Q4 | $1.01M | Sell |
4,601
-379
| -8% | -$83.3K | 0.47% | 45 |
|
|
2024
Q3 | $1.1M | Buy |
4,980
+1
| +0% | +$221 | 0.52% | 42 |
|
|
2024
Q2 | $861K | Sell |
4,979
-800
| -14% | -$138K | 0.46% | 47 |
|
|
2024
Q1 | $1.1M | Buy |
5,779
+2
| +0% | +$382 | 0.65% | 33 |
|
|
2023
Q4 | $945K | Buy |
5,777
+1
| +0% | +$164 | 0.59% | 33 |
|
|
2023
Q3 | $810K | Buy |
5,776
+32
| +0.6% | +$4.49K | 0.55% | 37 |
|
|
2023
Q2 | $769K | Buy |
5,744
+449
| +8% | +$60.1K | 0.51% | 41 |
|
|
2023
Q1 | $694K | Sell |
5,295
-26
| -0.5% | -$3.41K | 0.57% | 43 |
|
|
2022
Q4 | $758K | Sell |
5,321
-69
| -1% | -$9.83K | 0.47% | 46 |
|
|
2022
Q3 | $641K | Buy |
5,390
+1
| +0% | +$119 | 0.42% | 51 |
|
|
2022
Q2 | $761K | Buy |
5,389
+624
| +13% | +$88.1K | 0.44% | 49 |
|
|
2022
Q1 | $620K | Sell |
4,765
-73
| -2% | -$9.5K | 0.31% | 63 |
|
|
2021
Q4 | $647K | Buy |
4,838
+177
| +4% | +$23.7K | 0.33% | 55 |
|
|
2021
Q3 | $619K | Buy |
4,661
+55
| +1% | +$7.3K | 0.35% | 54 |
|
|
2021
Q2 | $647K | Buy |
4,606
+2
| +0% | +$281 | 0.4% | 48 |
|
|
2021
Q1 | $597K | Buy |
4,604
+482
| +12% | +$62.5K | 0.36% | 54 |
|
|
2020
Q4 | $501K | Buy |
+4,122
| New | +$501K | 0.38% | 55 |
|