CRA Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
4,590
-36
| -0.8% | -$10.6K | 0.21% | 92 |
|
|
2025
Q1 | $1.15M | Sell |
4,626
-373
| -7% | -$92.8K | 0.2% | 97 |
|
|
2024
Q4 | $1.1M | Buy |
4,999
+497
| +11% | +$109K | 0.19% | 97 |
|
|
2024
Q3 | $995K | Sell |
4,502
-16
| -0.4% | -$3.54K | 0.18% | 99 |
|
|
2024
Q2 | $781K | Sell |
4,518
-133
| -3% | -$23K | 0.16% | 106 |
|
|
2024
Q1 | $888K | Hold |
4,651
| – | – | 0.19% | 86 |
|
|
2023
Q4 | $761K | Buy |
4,651
+641
| +16% | +$105K | 0.19% | 91 |
|
|
2023
Q3 | $563K | Buy |
4,010
+46
| +1% | +$6.45K | 0.15% | 103 |
|
|
2023
Q2 | $530K | Buy |
3,964
+297
| +8% | +$39.7K | 0.14% | 105 |
|
|
2023
Q1 | $481K | Sell |
3,667
-12
| -0.3% | -$1.57K | 0.14% | 110 |
|
|
2022
Q4 | $518K | Buy |
3,679
+5
| +0.1% | +$705 | 0.17% | 103 |
|
|
2022
Q3 | $437K | Sell |
3,674
-20
| -0.5% | -$2.38K | 0.16% | 112 |
|
|
2022
Q2 | $522K | Buy |
3,694
+79
| +2% | +$11.2K | 0.18% | 104 |
|
|
2022
Q1 | $470K | Buy |
3,615
+5
| +0.1% | +$650 | 0.14% | 111 |
|
|
2021
Q4 | $482K | Buy |
3,610
+244
| +7% | +$32.6K | 0.14% | 112 |
|
|
2021
Q3 | $447K | Buy |
3,366
+2
| +0.1% | +$266 | 0.15% | 114 |
|
|
2021
Q2 | $471K | Sell |
3,364
-101
| -3% | -$14.1K | 0.16% | 107 |
|
|
2021
Q1 | $442K | Buy |
3,465
+3
| +0.1% | +$383 | 0.17% | 101 |
|
|
2020
Q4 | $417K | Sell |
3,462
-238
| -6% | -$28.7K | 0.18% | 97 |
|
|
2020
Q3 | $430K | Sell |
3,700
-2,167
| -37% | -$252K | 0.21% | 89 |
|
|
2020
Q2 | $677K | Buy |
5,867
+159
| +3% | +$18.3K | 0.36% | 60 |
|
|
2020
Q1 | $605K | Buy |
5,708
+22
| +0.4% | +$2.33K | 0.39% | 58 |
|
|
2019
Q4 | $729K | Buy |
5,686
+158
| +3% | +$20.3K | 0.4% | 57 |
|
|
2019
Q3 | $768K | Sell |
5,528
-28
| -0.5% | -$3.89K | 0.46% | 49 |
|
|
2019
Q2 | $733K | Sell |
5,556
-396
| -7% | -$52.2K | 0.44% | 50 |
|
|
2019
Q1 | $803K | Buy |
5,952
+1,695
| +40% | +$229K | 0.52% | 47 |
|
|
2018
Q4 | $463K | Buy |
+4,257
| New | +$463K | 0.33% | 74 |
|