CVA Family Office’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Sell |
2,396
-334
| -12% | -$98.5K | 0.1% | 128 |
|
|
2025
Q1 | $679K | Buy |
2,730
+615
| +29% | +$153K | 0.1% | 127 |
|
|
2024
Q4 | $465K | Buy |
2,115
+239
| +13% | +$52.5K | 0.07% | 166 |
|
|
2024
Q3 | $415K | Buy |
1,876
+80
| +4% | +$17.7K | 0.07% | 167 |
|
|
2024
Q2 | $311K | Buy |
1,796
+57
| +3% | +$9.86K | 0.06% | 188 |
|
|
2024
Q1 | $332K | Buy |
1,739
+4
| +0.2% | +$764 | 0.06% | 182 |
|
|
2023
Q4 | $284K | Buy |
1,735
+170
| +11% | +$27.8K | 0.06% | 193 |
|
|
2023
Q3 | $220K | Buy |
1,565
+260
| +20% | +$36.5K | 0.05% | 206 |
|
|
2023
Q2 | $175K | Buy |
1,305
+128
| +11% | +$17.1K | 0.04% | 239 |
|
|
2023
Q1 | $154K | Sell |
1,177
-226
| -16% | -$29.6K | 0.03% | 253 |
|
|
2022
Q4 | $198K | Buy |
1,403
+67
| +5% | +$9.44K | 0.05% | 207 |
|
|
2022
Q3 | $159K | Sell |
1,336
-457
| -25% | -$54.4K | 0.04% | 196 |
|
|
2022
Q2 | $253K | Buy |
1,793
+57
| +3% | +$8.04K | 0.07% | 146 |
|
|
2022
Q1 | $226K | Buy |
1,736
+607
| +54% | +$79K | 0.05% | 166 |
|
|
2021
Q4 | $151K | Buy |
1,129
+865
| +328% | +$116K | 0.04% | 188 |
|
|
2021
Q3 | $31K | Sell |
264
-1,769
| -87% | -$208K | 0.02% | 225 |
|
|
2021
Q2 | $285K | Buy |
2,033
+1,461
| +255% | +$205K | 0.08% | 128 |
|
|
2021
Q1 | $73K | Buy |
572
+305
| +114% | +$38.9K | 0.03% | 226 |
|
|
2020
Q4 | $32K | Buy |
267
+3
| +1% | +$360 | 0.02% | 233 |
|
|
2020
Q3 | $31K | Buy |
264
+2
| +0.8% | +$235 | 0.02% | 225 |
|
|
2020
Q2 | $30K | Buy |
262
+184
| +236% | +$21.1K | 0.02% | 191 |
|
|
2020
Q1 | $8K | Buy |
+78
| New | +$8K | 0.01% | 250 |
|