CG
Cynosure Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
49,997
+4
| +0% | +$1.18K | 1.67% | 15 |
|
|
2025
Q1 | $12.4M | Buy |
+49,993
| New | +$12.4M | 1.71% | 14 |
|
|
2024
Q4 | – | Sell |
-50,146
| Closed | -$11.1M | – | 372 |
|
|
2024
Q3 | $11.1M | Buy |
50,146
+123
| +0.2% | +$27.2K | 1.62% | 16 |
|
|
2024
Q2 | $8.65M | Sell |
50,023
-32
| -0.1% | -$5.53K | 1.39% | 15 |
|
|
2024
Q1 | $9.56M | Sell |
50,055
-99
| -0.2% | -$18.9K | 1.72% | 13 |
|
|
2023
Q4 | $8.2M | Buy |
+50,154
| New | +$8.2M | 1.47% | 12 |
|
|
2023
Q3 | – | Sell |
-1,656
| Closed | -$222K | – | 147 |
|
|
2023
Q2 | $222K | Buy |
+1,656
| New | +$222K | 0.07% | 125 |
|
|
2020
Q1 | – | Sell |
-1,840
| Closed | -$247K | – | 74 |
|
|
2019
Q4 | $247K | Hold |
1,840
| – | – | 0.13% | 66 |
|
|
2019
Q3 | $268K | Sell |
1,840
-650
| -26% | -$94.7K | 0.15% | 62 |
|
|
2019
Q2 | $343K | Buy |
+2,490
| New | +$343K | 0.16% | 65 |
|