RCA
Ranch Capital Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
14,336
+389
| +3% | +$115K | 1.83% | 12 |
|
|
2025
Q1 | $3.47M | Buy |
13,947
+613
| +5% | +$152K | 1.64% | 15 |
|
|
2024
Q4 | $2.93M | Sell |
13,334
-3,757
| -22% | -$826K | 1.38% | 20 |
|
|
2024
Q3 | $3.78M | Buy |
17,091
+1,059
| +7% | +$234K | 1.78% | 14 |
|
|
2024
Q2 | $2.77M | Buy |
16,032
+347
| +2% | +$60K | 1.45% | 16 |
|
|
2024
Q1 | $3M | Buy |
15,685
+208
| +1% | +$39.7K | 1.62% | 13 |
|
|
2023
Q4 | $2.53M | Buy |
15,477
+477
| +3% | +$78K | 1.58% | 13 |
|
|
2023
Q3 | $2.1M | Buy |
15,000
+86
| +0.6% | +$12.1K | 1.47% | 13 |
|
|
2023
Q2 | $2M | Sell |
14,914
-31
| -0.2% | -$4.15K | 1.41% | 15 |
|
|
2023
Q1 | $1.96M | Buy |
14,945
+559
| +4% | +$73.3K | 1.43% | 16 |
|
|
2022
Q4 | $2.03M | Buy |
14,386
+412
| +3% | +$58K | 1.59% | 12 |
|
|
2022
Q3 | $1.66M | Buy |
13,974
+238
| +2% | +$28.3K | 1.36% | 18 |
|
|
2022
Q2 | $1.94M | Buy |
13,736
+2,940
| +27% | +$415K | 1.49% | 14 |
|
|
2022
Q1 | $1.4M | Buy |
10,796
+320
| +3% | +$41.6K | 0.93% | 30 |
|
|
2021
Q4 | $1.4M | Buy |
10,476
+366
| +4% | +$48.9K | 0.91% | 32 |
|
|
2021
Q3 | $1.41M | Buy |
10,110
+726
| +8% | +$101K | 0.88% | 26 |
|
|
2021
Q2 | $1.38M | Buy |
9,384
+413
| +5% | +$60.5K | 0.83% | 25 |
|
|
2021
Q1 | $1.2M | Buy |
8,971
+787
| +10% | +$105K | 0.79% | 31 |
|
|
2020
Q4 | $1.03M | Buy |
8,184
+196
| +2% | +$24.7K | 0.74% | 32 |
|
|
2020
Q3 | $972K | Buy |
7,988
+1,327
| +20% | +$161K | 0.78% | 27 |
|
|
2020
Q2 | $846K | Buy |
6,661
+1,612
| +32% | +$205K | 0.66% | 42 |
|
|
2020
Q1 | $560K | Buy |
5,049
+4,999
| +9,998% | +$554K | 0.55% | 51 |
|
|
2019
Q4 | $7K | Sell |
50
-3,909
| -99% | -$547K | 0.01% | 738 |
|
|
2019
Q3 | $576K | Buy |
+3,959
| New | +$576K | 0.62% | 47 |
|