AFS
Access Financial Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Hold |
6,488
| – | – | 0.72% | 23 |
|
|
2025
Q1 | $1.61M | Sell |
6,488
-733
| -10% | -$182K | 0.65% | 32 |
|
|
2024
Q4 | $1.59M | Sell |
7,221
-749
| -9% | -$165K | 0.71% | 33 |
|
|
2024
Q3 | $1.76M | Sell |
7,970
-23
| -0.3% | -$5.09K | 0.81% | 26 |
|
|
2024
Q2 | $1.38M | Sell |
7,993
-43
| -0.5% | -$7.44K | 0.63% | 46 |
|
|
2024
Q1 | $1.53M | Sell |
8,036
-9
| -0.1% | -$1.72K | 0.69% | 45 |
|
|
2023
Q4 | $1.32M | Sell |
8,045
-1,811
| -18% | -$296K | 0.68% | 47 |
|
|
2023
Q3 | $1.38M | Sell |
9,856
-1,271
| -11% | -$178K | 0.83% | 38 |
|
|
2023
Q2 | $1.49M | Buy |
+11,127
| New | +$1.49M | 0.87% | 34 |
|
|
2018
Q2 | – | Sell |
-2,525
| Closed | -$387K | – | 64 |
|
|
2018
Q1 | $387K | Buy |
2,525
+125
| +5% | +$19.2K | 0.28% | 57 |
|
|
2017
Q4 | $368K | Buy |
2,400
+1,015
| +73% | +$156K | 0.25% | 58 |
|
|
2017
Q3 | $201K | Buy |
+1,385
| New | +$201K | 0.15% | 72 |
|