RS Crum Inc’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $581K | Hold |
2,335
| – | – | 0.16% | 45 |
|
|
2024
Q4 | $513K | Buy |
2,335
+14
| +0.6% | +$3.08K | 0.13% | 51 |
|
|
2024
Q3 | $513K | Buy |
2,321
+140
| +6% | +$31K | 0.12% | 50 |
|
|
2024
Q2 | $377K | Buy |
2,181
+98
| +5% | +$16.9K | 0.1% | 63 |
|
|
2024
Q1 | $398K | Sell |
2,083
-6
| -0.3% | -$1.15K | 0.11% | 53 |
|
|
2023
Q4 | $342K | Buy |
2,089
+9
| +0.4% | +$1.47K | 0.11% | 59 |
|
|
2023
Q3 | $292K | Buy |
2,080
+17
| +0.8% | +$2.39K | 0.1% | 62 |
|
|
2023
Q2 | $276K | Hold |
2,063
| – | – | 0.1% | 64 |
|
|
2023
Q1 | $270K | Hold |
2,063
| – | – | 0.1% | 63 |
|
|
2022
Q4 | $291K | Hold |
2,063
| – | – | 0.14% | 60 |
|
|
2022
Q3 | $245K | Hold |
2,063
| – | – | 0.13% | 62 |
|
|
2022
Q2 | $291K | Hold |
2,063
| – | – | 0.15% | 60 |
|
|
2022
Q1 | $268K | Sell |
2,063
-43
| -2% | -$5.59K | 0.15% | 59 |
|
|
2021
Q4 | $281K | Buy |
+2,106
| New | +$281K | 0.16% | 59 |
|