FCA
FLC Capital Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.02M | Sell |
27,219
-574
| -2% | -$169K | 1.66% | 16 |
|
|
2025
Q1 | $6.91M | Buy |
27,793
+53
| +0.2% | +$13.2K | 1.55% | 17 |
|
|
2024
Q4 | $6.1M | Sell |
27,740
-174
| -0.6% | -$38.3K | 1.4% | 18 |
|
|
2024
Q3 | $6.17M | Hold |
27,914
| – | – | 1.42% | 17 |
|
|
2024
Q2 | $4.83M | Sell |
27,914
-70
| -0.3% | -$12.1K | 1.19% | 23 |
|
|
2024
Q1 | $5.34M | Sell |
27,984
-744
| -3% | -$142K | 1.35% | 17 |
|
|
2023
Q4 | $4.7M | Buy |
28,728
+504
| +2% | +$82.4K | 1.27% | 18 |
|
|
2023
Q3 | $3.96M | Buy |
28,224
+145
| +0.5% | +$20.3K | 1.2% | 22 |
|
|
2023
Q2 | $3.76M | Sell |
28,079
-46
| -0.2% | -$6.16K | 1.1% | 22 |
|
|
2023
Q1 | $3.69M | Buy |
28,125
+550
| +2% | +$72.1K | 1.13% | 24 |
|
|
2022
Q4 | $3.89M | Sell |
27,575
-1,047
| -4% | -$148K | 1.21% | 24 |
|
|
2022
Q3 | $3.4M | Sell |
28,622
-38
| -0.1% | -$4.52K | 1.18% | 22 |
|
|
2022
Q2 | $4.05M | Sell |
28,660
-1,313
| -4% | -$185K | 1.35% | 20 |
|
|
2022
Q1 | $3.9M | Buy |
29,973
+3,629
| +14% | +$472K | 1.09% | 23 |
|
|
2021
Q4 | $3.52M | Buy |
26,344
+2,780
| +12% | +$372K | 0.98% | 26 |
|
|
2021
Q3 | $3.27M | Buy |
23,564
+443
| +2% | +$61.6K | 0.97% | 27 |
|
|
2021
Q2 | $3.39M | Buy |
23,121
+395
| +2% | +$57.9K | 1% | 27 |
|
|
2021
Q1 | $3.03M | Buy |
22,726
+9,940
| +78% | +$1.32M | 0.95% | 28 |
|
|
2020
Q4 | $1.61M | Buy |
12,786
+1,984
| +18% | +$250K | 0.53% | 49 |
|
|
2020
Q3 | $1.27M | Buy |
10,802
+1,315
| +14% | +$154K | 0.46% | 51 |
|
|
2020
Q2 | $1.14M | Buy |
9,487
+5,452
| +135% | +$655K | 0.45% | 51 |
|
|
2020
Q1 | $444K | Buy |
4,035
+1,613
| +67% | +$177K | 0.21% | 66 |
|
|
2019
Q4 | $325K | Buy |
2,422
+246
| +11% | +$33K | 0.13% | 82 |
|
|
2019
Q3 | $316K | Buy |
2,176
+424
| +24% | +$61.6K | 0.13% | 84 |
|
|
2019
Q2 | $246K | Buy |
+1,752
| New | +$246K | 0.1% | 103 |
|