Kades & Cheifetz’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $710K | Sell |
3,230
-2,082
| -39% | -$458K | 0.36% | 60 |
|
|
2024
Q3 | $1.17M | Sell |
5,312
-86
| -2% | -$19K | 0.67% | 34 |
|
|
2024
Q2 | $933K | Buy |
5,398
+19
| +0.4% | +$3.29K | 0.59% | 41 |
|
|
2024
Q1 | $1.03M | Sell |
5,379
-19
| -0.4% | -$3.63K | 0.66% | 37 |
|
|
2023
Q4 | $883K | Sell |
5,398
-330
| -6% | -$54K | 0.63% | 39 |
|
|
2023
Q3 | $804K | Buy |
5,728
+183
| +3% | +$25.7K | 0.64% | 37 |
|
|
2023
Q2 | $742K | Buy |
5,545
+9
| +0.2% | +$1.2K | 0.57% | 40 |
|
|
2023
Q1 | $726K | Sell |
5,536
-26
| -0.5% | -$3.41K | 0.57% | 39 |
|
|
2022
Q4 | $784K | Buy |
+5,562
| New | +$784K | 0.66% | 35 |
|