AFA
Abacus FCF Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Buy |
50,414
+861
| +2% | +$254K | 2.08% | 24 |
|
|
2025
Q1 | $12.3M | Buy |
49,553
+1,353
| +3% | +$336K | 1.94% | 20 |
|
|
2024
Q4 | $10.6M | Buy |
48,200
+15,252
| +46% | +$3.35M | 1.39% | 14 |
|
|
2024
Q3 | $7.28M | Sell |
32,948
-188
| -0.6% | -$41.6K | 1.69% | 8 |
|
|
2024
Q2 | $5.73M | Buy |
33,136
+444
| +1% | +$76.8K | 1.42% | 12 |
|
|
2024
Q1 | $6.24M | Buy |
32,692
+2,454
| +8% | +$469K | 1.56% | 14 |
|
|
2023
Q4 | $4.95M | Buy |
30,238
+13,980
| +86% | +$2.29M | 1.44% | 13 |
|
|
2023
Q3 | $2.28M | Sell |
16,258
-131
| -0.8% | -$18.4K | 1.21% | 13 |
|
|
2023
Q2 | $2.19M | Buy |
16,389
+8,636
| +111% | +$1.16M | 1.11% | 19 |
|
|
2023
Q1 | $1.02M | Buy |
7,753
+1,586
| +26% | +$208K | 0.54% | 77 |
|
|
2022
Q4 | $869K | Sell |
6,167
-138
| -2% | -$19.4K | 0.57% | 75 |
|
|
2022
Q3 | $749K | Sell |
6,305
-3,048
| -33% | -$362K | 0.52% | 89 |
|
|
2022
Q2 | $1.32M | Sell |
9,353
-19,453
| -68% | -$2.75M | 0.81% | 40 |
|
|
2022
Q1 | $3.75M | Buy |
28,806
+11,736
| +69% | +$1.53M | 1.25% | 11 |
|
|
2021
Q4 | $2.28M | Hold |
17,070
| – | – | 1.12% | 17 |
|
|
2021
Q3 | $2.35M | Hold |
17,070
| – | – | 1.14% | 14 |
|
|
2021
Q2 | $2.51M | Sell |
17,070
-1,265
| -7% | -$186K | 1.28% | 7 |
|
|
2021
Q1 | $2.5M | Buy |
+18,335
| New | +$2.5M | 1.27% | 9 |
|