Cross Staff Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
5,705
-25
| -0.4% | -$7.37K | 1.25% | 22 |
|
|
2025
Q1 | $1.42M | Hold |
5,730
| – | – | 1.08% | 24 |
|
|
2024
Q4 | $1.26M | Sell |
5,730
-50
| -0.9% | -$11K | 0.88% | 27 |
|
|
2024
Q3 | $1.28M | Buy |
5,780
+76
| +1% | +$16.8K | 0.99% | 28 |
|
|
2024
Q2 | $987K | Hold |
5,704
| – | – | 0.82% | 35 |
|
|
2024
Q1 | $1.09M | Sell |
5,704
-63
| -1% | -$12K | 0.92% | 31 |
|
|
2023
Q4 | $943K | Hold |
5,767
| – | – | 0.84% | 33 |
|
|
2023
Q3 | $809K | Sell |
5,767
-37
| -0.6% | -$5.19K | 0.79% | 36 |
|
|
2023
Q2 | $777K | Buy |
5,804
+156
| +3% | +$20.9K | 0.71% | 40 |
|
|
2023
Q1 | $740K | Hold |
5,648
| – | – | 0.73% | 41 |
|
|
2022
Q4 | $796K | Hold |
5,648
| – | – | 0.83% | 34 |
|
|
2022
Q3 | $671K | Hold |
5,648
| – | – | 0.75% | 37 |
|
|
2022
Q2 | $797K | Hold |
5,648
| – | – | 0.88% | 33 |
|
|
2022
Q1 | $734K | Hold |
5,648
| – | – | 0.68% | 39 |
|
|
2021
Q4 | $755K | Buy |
+5,648
| New | +$755K | 0.68% | 38 |
|