Creative Financial Designs’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
4,228
+605
| +17% | +$178K | 0.09% | 190 |
|
|
2025
Q1 | $901K | Sell |
3,623
-7
| -0.2% | -$1.74K | 0.07% | 210 |
|
|
2024
Q4 | $798K | Sell |
3,630
-1,781
| -33% | -$392K | 0.06% | 220 |
|
|
2024
Q3 | $1.2M | Sell |
5,411
-95
| -2% | -$21K | 0.1% | 172 |
|
|
2024
Q2 | $952K | Buy |
5,506
+1,430
| +35% | +$247K | 0.08% | 181 |
|
|
2024
Q1 | $778K | Buy |
4,076
+934
| +30% | +$178K | 0.07% | 194 |
|
|
2023
Q4 | $514K | Buy |
3,142
+614
| +24% | +$100K | 0.05% | 244 |
|
|
2023
Q3 | $355K | Buy |
2,528
+729
| +41% | +$102K | 0.04% | 261 |
|
|
2023
Q2 | $241K | Buy |
1,799
+57
| +3% | +$7.63K | 0.03% | 311 |
|
|
2023
Q1 | $228K | Buy |
1,742
+86
| +5% | +$11.3K | 0.03% | 311 |
|
|
2022
Q4 | $233K | Buy |
1,656
+6
| +0.4% | +$845 | 0.03% | 289 |
|
|
2022
Q3 | $196K | Buy |
1,650
+31
| +2% | +$3.68K | 0.03% | 293 |
|
|
2022
Q2 | $229K | Sell |
1,619
-29
| -2% | -$4.1K | 0.04% | 274 |
|
|
2022
Q1 | $214K | Buy |
1,648
+347
| +27% | +$45.1K | 0.03% | 283 |
|
|
2021
Q4 | $174K | Sell |
1,301
-127
| -9% | -$17K | 0.03% | 331 |
|
|
2021
Q3 | $190K | Sell |
1,428
-21
| -1% | -$2.79K | 0.03% | 305 |
|
|
2021
Q2 | $203K | Buy |
1,449
+109
| +8% | +$15.3K | 0.04% | 288 |
|
|
2021
Q1 | $171K | Sell |
1,340
-10
| -0.7% | -$1.28K | 0.03% | 302 |
|
|
2020
Q4 | $163K | Buy |
1,350
+132
| +11% | +$15.9K | 0.03% | 291 |
|
|
2020
Q3 | $142K | Sell |
1,218
-4,465
| -79% | -$521K | 0.04% | 285 |
|
|
2020
Q2 | $656K | Buy |
5,683
+226
| +4% | +$26.1K | 0.2% | 91 |
|
|
2020
Q1 | $579K | Buy |
5,457
+18
| +0.3% | +$1.91K | 0.3% | 63 |
|
|
2019
Q4 | $704K | Buy |
5,439
+151
| +3% | +$19.5K | 0.31% | 77 |
|
|
2019
Q3 | $716K | Buy |
5,288
+475
| +10% | +$64.3K | 0.39% | 61 |
|
|
2019
Q2 | $647K | Buy |
4,813
+1,053
| +28% | +$142K | 0.35% | 65 |
|
|
2019
Q1 | $507K | Buy |
3,760
+1,521
| +68% | +$205K | 0.3% | 69 |
|
|
2018
Q4 | $243K | Buy |
2,239
+231
| +12% | +$25.1K | 0.18% | 97 |
|
|
2018
Q3 | $290K | Buy |
2,008
+799
| +66% | +$115K | 0.17% | 97 |
|
|
2018
Q2 | $161K | Buy |
1,209
+397
| +49% | +$52.9K | 0.09% | 143 |
|
|
2018
Q1 | $119K | Sell |
812
-139
| -15% | -$20.4K | 0.08% | 154 |
|
|
2017
Q4 | $139K | Sell |
951
-674
| -41% | -$98.5K | 0.09% | 142 |
|
|
2017
Q3 | $225K | Buy |
1,625
+177
| +12% | +$24.5K | 0.13% | 128 |
|
|
2017
Q2 | $213K | Sell |
1,448
-228
| -14% | -$33.5K | 0.14% | 128 |
|
|
2017
Q1 | $279K | Buy |
1,676
+215
| +15% | +$35.8K | 0.2% | 111 |
|
|
2016
Q4 | $232K | Buy |
+1,461
| New | +$232K | 0.19% | 106 |
|