KCFA
Key Client Fiduciary Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
9,887
-16
| -0.2% | -$4.72K | 1.18% | 16 |
|
|
2025
Q1 | $2.46M | Buy |
9,903
+38
| +0.4% | +$9.45K | 1.12% | 19 |
|
|
2024
Q4 | $2.17M | Buy |
9,865
+7
| +0.1% | +$1.54K | 0.96% | 21 |
|
|
2024
Q3 | $2.18M | Buy |
9,858
+122
| +1% | +$27K | 0.98% | 20 |
|
|
2024
Q2 | $1.68M | Sell |
9,736
-762
| -7% | -$132K | 0.84% | 23 |
|
|
2024
Q1 | $2M | Buy |
10,498
+269
| +3% | +$51.4K | 1.06% | 21 |
|
|
2023
Q4 | $1.67M | Sell |
10,229
-2,109
| -17% | -$345K | 0.97% | 21 |
|
|
2023
Q3 | $1.73M | Buy |
12,338
+27
| +0.2% | +$3.79K | 1.06% | 22 |
|
|
2023
Q2 | $1.65M | Buy |
12,311
+24
| +0.2% | +$3.21K | 0.96% | 26 |
|
|
2023
Q1 | $1.61M | Buy |
12,287
+436
| +4% | +$57.2K | 1.01% | 25 |
|
|
2022
Q4 | $1.67M | Buy |
11,851
+10,161
| +601% | +$1.43M | 1.13% | 23 |
|
|
2022
Q3 | $201K | Sell |
1,690
-153
| -8% | -$18.2K | 0.18% | 98 |
|
|
2022
Q2 | $260K | Hold |
1,843
| – | – | 0.25% | 91 |
|
|
2022
Q1 | $240K | Sell |
1,843
-193
| -9% | -$25.1K | 0.19% | 102 |
|
|
2021
Q4 | $272K | Buy |
+2,036
| New | +$272K | 0.22% | 99 |
|