Crewe Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Hold |
5,104
| – | – | 0.21% | 54 |
|
|
2025
Q1 | $1.27M | Buy |
5,104
+516
| +11% | +$128K | 0.18% | 51 |
|
|
2024
Q4 | $1.01M | Sell |
4,588
-98
| -2% | -$21.5K | 0.14% | 54 |
|
|
2024
Q3 | $1.04M | Buy |
4,686
+10
| +0.2% | +$2.21K | 0.12% | 55 |
|
|
2024
Q2 | $809K | Sell |
4,676
-26
| -0.6% | -$4.5K | 0.09% | 76 |
|
|
2024
Q1 | $898K | Buy |
+4,702
| New | +$898K | 0.1% | 73 |
|
|
2023
Q3 | – | Sell |
-4,950
| Closed | -$662K | – | 736 |
|
|
2023
Q2 | $662K | Sell |
4,950
-268
| -5% | -$35.9K | 0.09% | 68 |
|
|
2023
Q1 | $684K | Buy |
5,218
+463
| +10% | +$60.7K | 0.1% | 67 |
|
|
2022
Q4 | $670K | Buy |
4,755
+838
| +21% | +$118K | 0.11% | 66 |
|
|
2022
Q3 | $465K | Buy |
3,917
+183
| +5% | +$21.7K | 0.08% | 78 |
|
|
2022
Q2 | $527K | Buy |
3,734
+279
| +8% | +$39.4K | 0.12% | 56 |
|
|
2022
Q1 | $449K | Hold |
3,455
| – | – | 0.09% | 59 |
|
|
2021
Q4 | $462K | Buy |
3,455
+1,358
| +65% | +$182K | 0.09% | 50 |
|
|
2021
Q3 | $279K | Hold |
2,097
| – | – | 0.07% | 53 |
|
|
2021
Q2 | $294K | Hold |
2,097
| – | – | 0.07% | 48 |
|
|
2021
Q1 | $267K | Hold |
2,097
| – | – | 0.07% | 47 |
|
|
2020
Q4 | $252K | Buy |
2,097
+1,307
| +165% | +$157K | 0.1% | 49 |
|
|
2020
Q3 | $92K | Hold |
790
| – | – | 0.04% | 92 |
|
|
2020
Q2 | $91K | Hold |
790
| – | – | 0.04% | 80 |
|
|
2020
Q1 | $84K | Hold |
790
| – | – | 0.05% | 69 |
|
|
2019
Q4 | $101K | Buy |
790
+732
| +1,262% | +$93.6K | 0.04% | 82 |
|
|
2019
Q3 | $8K | Hold |
58
| – | – | ﹤0.01% | 188 |
|
|
2019
Q2 | $8K | Hold |
58
| – | – | ﹤0.01% | 221 |
|
|
2019
Q1 | $8K | Hold |
58
| – | – | ﹤0.01% | 186 |
|
|
2018
Q4 | $6K | Hold |
58
| – | – | ﹤0.01% | 193 |
|
|
2018
Q3 | $8K | Buy |
+58
| New | +$8K | 0.01% | 201 |
|