Crescent Grove 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
Q2 | $830K | Hold |
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|
2025
Q1 | $700K | Hold |
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|
2024
Q4 | $619K | Hold |
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|
2024
Q3 | $622K | Hold |
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|
2024
Q2 | $487K | Sell |
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|
2024
Q1 | $547K | Sell |
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|
2023
Q4 | $517K | Buy |
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|
2023
Q3 | $443K | Sell |
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|
2023
Q2 | $583K | Buy |
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|
2023
Q1 | $508K | Buy |
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|
2022
Q4 | $437K | Sell |
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|
2022
Q3 | $501K | Sell |
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|
2022
Q2 | $909K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $778K | Buy |
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|
2021
Q3 | $464K | Sell |
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|
2021
Q2 | $712K | Sell |
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|
2021
Q1 | $738K | Buy |
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|
2020
Q4 | $448K | Buy |
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|
2020
Q3 | $409K | Hold |
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|
2020
Q2 | $406K | Buy |
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|
2020
Q1 | $307K | Sell |
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|
2019
Q4 | $401K | Hold |
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|
2019
Q3 | $435K | Hold |
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|
2019
Q2 | $413K | Sell |
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|
2019
Q1 | $563K | Buy |
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