CX Institutional’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
6,945
-211
| -3% | -$62.2K | 0.07% | 194 |
|
|
2025
Q1 | $1.78M | Buy |
7,156
+31
| +0.4% | +$7.71K | 0.07% | 204 |
|
|
2024
Q4 | $1.57M | Buy |
7,125
+143
| +2% | +$31.4K | 0.06% | 199 |
|
|
2024
Q3 | $1.54M | Buy |
6,982
+393
| +6% | +$86.9K | 0.07% | 221 |
|
|
2024
Q2 | $1.14M | Buy |
6,589
+77
| +1% | +$13.3K | 0.05% | 260 |
|
|
2024
Q1 | $1.24M | Sell |
6,512
-41,624
| -86% | -$7.95M | 0.06% | 247 |
|
|
2023
Q4 | $7.87M | Sell |
48,136
-782
| -2% | -$128K | 0.42% | 69 |
|
|
2023
Q3 | $6.86M | Buy |
48,918
+10,301
| +27% | +$1.45M | 0.38% | 71 |
|
|
2023
Q2 | $5.17M | Sell |
38,617
-5,043
| -12% | -$675K | 0.27% | 108 |
|
|
2023
Q1 | $5.75M | Buy |
43,660
+37,865
| +653% | +$4.99M | 0.31% | 88 |
|
|
2022
Q4 | $816K | Buy |
5,795
+2,254
| +64% | +$318K | 0.05% | 304 |
|
|
2022
Q3 | $421K | Sell |
3,541
-286
| -7% | -$34K | 0.03% | 357 |
|
|
2022
Q2 | $540K | Buy |
3,827
+1,221
| +47% | +$172K | 0.04% | 326 |
|
|
2022
Q1 | $339K | Buy |
2,606
+386
| +17% | +$50.2K | 0.03% | 300 |
|
|
2021
Q4 | $297K | Sell |
2,220
-1
| -0% | -$134 | 0.02% | 292 |
|
|
2021
Q3 | $295K | Buy |
2,221
+62
| +3% | +$8.24K | 0.02% | 314 |
|
|
2021
Q2 | $303K | Buy |
2,159
+381
| +21% | +$53.5K | 0.02% | 295 |
|
|
2021
Q1 | $227K | Buy |
1,778
+228
| +15% | +$29.1K | 0.02% | 294 |
|
|
2020
Q4 | $187K | Sell |
1,550
-2
| -0.1% | -$241 | 0.02% | 295 |
|
|
2020
Q3 | $181K | Sell |
1,552
-14,837
| -91% | -$1.73M | 0.02% | 267 |
|
|
2020
Q2 | $1.89M | Buy |
16,389
+3,600
| +28% | +$415K | 0.25% | 108 |
|
|
2020
Q1 | $1.36M | Buy |
12,789
+12,195
| +2,053% | +$1.29M | 0.22% | 112 |
|
|
2019
Q4 | $76K | Buy |
594
+106
| +22% | +$13.6K | 0.01% | 253 |
|
|
2019
Q3 | $68K | Sell |
488
-15,821
| -97% | -$2.2M | 0.01% | 276 |
|
|
2019
Q2 | $2.15M | Sell |
16,309
-106
| -0.6% | -$14K | 0.34% | 74 |
|
|
2019
Q1 | $2.21M | Buy |
16,415
+16,180
| +6,885% | +$2.18M | 0.39% | 66 |
|
|
2018
Q4 | $26K | Sell |
235
-9,930
| -98% | -$1.1M | 0.01% | 303 |
|
|
2018
Q3 | $1.47M | Buy |
+10,165
| New | +$1.47M | 0.49% | 63 |
|