Genesee Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
6,774
+14
| +0.2% | +$4.13K | 0.89% | 26 |
|
|
2025
Q1 | $1.68M | Buy |
6,760
+337
| +5% | +$83.8K | 0.84% | 29 |
|
|
2024
Q4 | $1.41M | Sell |
6,423
-309
| -5% | -$67.9K | 0.66% | 37 |
|
|
2024
Q3 | $1.49M | Sell |
6,732
-321
| -5% | -$71K | 0.72% | 35 |
|
|
2024
Q2 | $1.22M | Buy |
7,053
+4,487
| +175% | +$776K | 0.6% | 42 |
|
|
2024
Q1 | $490K | Hold |
2,566
| – | – | 0.27% | 71 |
|
|
2023
Q4 | $420K | Hold |
2,566
| – | – | 0.26% | 70 |
|
|
2023
Q3 | $360K | Hold |
2,566
| – | – | 0.26% | 70 |
|
|
2023
Q2 | $343K | Sell |
2,566
-50
| -2% | -$6.69K | 0.23% | 65 |
|
|
2023
Q1 | $343K | Hold |
2,616
| – | – | 0.24% | 62 |
|
|
2022
Q4 | $369K | Sell |
2,616
-34
| -1% | -$4.79K | 0.27% | 61 |
|
|
2022
Q3 | $315K | Hold |
2,650
| – | – | 0.24% | 67 |
|
|
2022
Q2 | $374K | Hold |
2,650
| – | – | 0.26% | 69 |
|
|
2022
Q1 | $345K | Buy |
2,650
+50
| +2% | +$6.51K | 0.18% | 82 |
|
|
2021
Q4 | $348K | Sell |
2,600
-153
| -6% | -$20.5K | 0.17% | 80 |
|
|
2021
Q3 | $366K | Buy |
+2,753
| New | +$366K | 0.18% | 79 |
|
|
2021
Q2 | – | Sell |
-2,800
| Closed | -$357K | – | 83 |
|
|
2021
Q1 | $357K | Buy |
2,800
+591
| +27% | +$75.4K | 0.21% | 68 |
|
|
2020
Q4 | $265K | Hold |
2,209
| – | – | 0.17% | 71 |
|
|
2020
Q3 | $256K | Hold |
2,209
| – | – | 0.21% | 66 |
|
|
2020
Q2 | $255K | Hold |
2,209
| – | – | 0.24% | 63 |
|
|
2020
Q1 | $234K | Sell |
2,209
-32
| -1% | -$3.39K | 0.22% | 66 |
|
|
2019
Q4 | $287K | Buy |
2,241
+2
| +0.1% | +$256 | 0.24% | 60 |
|
|
2019
Q3 | $311K | Hold |
2,239
| – | – | 0.29% | 59 |
|
|
2019
Q2 | $295K | Buy |
+2,239
| New | +$295K | 0.3% | 58 |
|