CGA
Crescent Grove Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Hold |
2,814
| – | – | 0.08% | 126 |
|
|
2025
Q1 | $700K | Hold |
2,814
| – | – | 0.07% | 134 |
|
|
2024
Q4 | $619K | Hold |
2,814
| – | – | 0.06% | 147 |
|
|
2024
Q3 | $622K | Hold |
2,814
| – | – | 0.06% | 152 |
|
|
2024
Q2 | $487K | Sell |
2,814
-50
| -2% | -$8.65K | 0.05% | 166 |
|
|
2024
Q1 | $547K | Sell |
2,864
-300
| -9% | -$57.3K | 0.06% | 171 |
|
|
2023
Q4 | $517K | Buy |
3,164
+8
| +0.3% | +$1.31K | 0.06% | 168 |
|
|
2023
Q3 | $443K | Sell |
3,156
-1,204
| -28% | -$169K | 0.06% | 182 |
|
|
2023
Q2 | $583K | Buy |
4,360
+488
| +13% | +$65.3K | 0.06% | 155 |
|
|
2023
Q1 | $508K | Buy |
3,872
+770
| +25% | +$101K | 0.06% | 167 |
|
|
2022
Q4 | $437K | Sell |
3,102
-1,115
| -26% | -$157K | 0.05% | 188 |
|
|
2022
Q3 | $501K | Sell |
4,217
-2,221
| -34% | -$264K | 0.06% | 156 |
|
|
2022
Q2 | $909K | Sell |
6,438
-1,549
| -19% | -$219K | 0.1% | 110 |
|
|
2022
Q1 | $1.04M | Buy |
7,987
+2,167
| +37% | +$282K | 0.1% | 108 |
|
|
2021
Q4 | $778K | Buy |
5,820
+2,480
| +74% | +$332K | 0.07% | 133 |
|
|
2021
Q3 | $464K | Sell |
3,340
-1,518
| -31% | -$211K | 0.05% | 162 |
|
|
2021
Q2 | $712K | Sell |
4,858
-678
| -12% | -$99.4K | 0.07% | 125 |
|
|
2021
Q1 | $738K | Buy |
5,536
+1,978
| +56% | +$264K | 0.09% | 108 |
|
|
2020
Q4 | $448K | Buy |
3,558
+194
| +6% | +$24.4K | 0.06% | 121 |
|
|
2020
Q3 | $409K | Hold |
3,364
| – | – | 0.08% | 115 |
|
|
2020
Q2 | $406K | Buy |
3,364
+600
| +22% | +$72.4K | 0.09% | 99 |
|
|
2020
Q1 | $307K | Sell |
2,764
-229
| -8% | -$25.4K | 0.07% | 100 |
|
|
2019
Q4 | $401K | Hold |
2,993
| – | – | 0.07% | 106 |
|
|
2019
Q3 | $435K | Hold |
2,993
| – | – | 0.08% | 92 |
|
|
2019
Q2 | $413K | Sell |
2,993
-997
| -25% | -$138K | 0.08% | 96 |
|
|
2019
Q1 | $563K | Buy |
+3,990
| New | +$563K | 0.12% | 86 |
|