Ackerman Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-824
| Closed | -$205K | – | 117 |
|
|
2025
Q1 | $205K | Buy |
+824
| New | +$205K | 0.05% | 96 |
|
|
2020
Q1 | – | Sell |
-1,933
| Closed | -$248K | – | 132 |
|
|
2019
Q4 | $248K | Buy |
1,933
+1
| +0.1% | +$128 | 0.07% | 173 |
|
|
2019
Q3 | $269K | Hold |
1,932
| – | – | 0.09% | 114 |
|
|
2019
Q2 | $255 | Buy |
1,932
+1
| +0.1% | – | ﹤0.01% | 142 |
|
|
2019
Q1 | $260 | Buy |
1,931
+1
| +0.1% | – | ﹤0.01% | 138 |
|
|
2018
Q4 | $210 | Buy |
+1,930
| New | +$210 | 0.02% | 130 |
|
|
2018
Q1 | $303K | Buy |
2,065
+209
| +11% | +$30.7K | 0.12% | 66 |
|
|
2017
Q4 | $257K | Buy |
+1,856
| New | +$257K | 0.11% | 63 |
|
|
2017
Q2 | $296K | Buy |
+2,013
| New | +$296K | 0.12% | 67 |
|