Acorn Financial Advisory Services’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$549K	Sell	2,265 -132	-6%	-$35.7K	0.08%	119
2025 Q4	$710K	Buy	2,397 +13	+0.5%	+$3.89K	0.1%	94
2025 Q3	$673K	Buy	2,384 +9	+0.4%	+$2.36K	0.1%	98
2025 Q2	$700K	Sell	2,375 -57	-2%	-$14.7K	0.11%	92
2025 Q1	$605K	Buy	2,432 +4	+0.2%	+$978	0.11%	92
2024 Q4	$534K	Buy	2,428 +5	+0.2%	+$1.11K	0.09%	109
2024 Q3	$536K	Hold	2,423	–	–	0.09%	101
2024 Q2	$419K	Buy	2,423 +6	+0.2%	+$1.04K	0.08%	118
2024 Q1	$461K	Sell	2,417 -689	-22%	-$126K	0.09%	113
2023 Q4	$508K	Buy	3,106 +12	+0.4%	+$1.81K	0.09%	137
2023 Q3	$434K	Buy	3,094 +96	+3%	+$13.7K	0.08%	147
2023 Q2	$401K	Buy	2,998 +1,086	+57%	+$140K	0.07%	161
2023 Q1	$251K	Buy	1,912 +69	+4%	+$9.23K	0.05%	197
2022 Q4	$260K	Buy	1,843 +7	+0.4%	+$966	0.06%	182
2022 Q3	$218K	Sell	1,836 -26	-1%	-$3.41K	0.05%	196
2022 Q2	$263K	Buy	1,862 +4	+0.2%	+$540	0.06%	176
2022 Q1	$242K	Sell	1,858 -469	-20%	-$61.2K	0.05%	200
2021 Q4	$311K	Buy	2,327 +404	+21%	+$50.7K	0.06%	180
2021 Q3	$255K	Sell	1,923 -745	-28%	-$99.6K	0.08%	187
2021 Q2	$374K	Buy	2,668 +2	+0.1%	+$273	0.11%	171
2021 Q1	$340K	Sell	2,666 -171	-6%	-$20.5K	0.12%	158
2020 Q4	$342K	Buy	2,837 +16	+0.6%	+$1.85K	0.13%	164
2020 Q3	$329K	Buy	2,821 +388	+16%	+$45.7K	0.17%	150
2020 Q2	$280K	Sell	2,433 -95	-4%	-$11K	0.2%	153
2020 Q1	$269K	Sell	2,528 -207	-8%	-$26.2K	0.27%	124
2019 Q4	$351K	Buy	+2,735	New	+$355K	0.29%	117