AFAS
Acorn Financial Advisory Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Sell |
2,375
-57
| -2% | -$16.8K | 0.11% | 92 |
|
|
2025
Q1 | $605K | Buy |
2,432
+4
| +0.2% | +$995 | 0.11% | 92 |
|
|
2024
Q4 | $534K | Buy |
2,428
+5
| +0.2% | +$1.1K | 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% | -$132K | 0.09% | 113 |
|
|
2023
Q4 | $508K | Buy |
3,106
+12
| +0.4% | +$1.96K | 0.09% | 137 |
|
|
2023
Q3 | $434K | Buy |
3,094
+96
| +3% | +$13.5K | 0.08% | 147 |
|
|
2023
Q2 | $401K | Buy |
2,998
+1,086
| +57% | +$145K | 0.07% | 161 |
|
|
2023
Q1 | $251K | Buy |
1,912
+69
| +4% | +$9.04K | 0.05% | 197 |
|
|
2022
Q4 | $260K | Buy |
1,843
+7
| +0.4% | +$986 | 0.06% | 182 |
|
|
2022
Q3 | $218K | Sell |
1,836
-26
| -1% | -$3.09K | 0.05% | 196 |
|
|
2022
Q2 | $263K | Buy |
1,862
+4
| +0.2% | +$565 | 0.06% | 176 |
|
|
2022
Q1 | $242K | Sell |
1,858
-469
| -20% | -$61.1K | 0.05% | 200 |
|
|
2021
Q4 | $311K | Buy |
2,327
+489
| +27% | +$65.4K | 0.06% | 180 |
|
|
2021
Q3 | $255K | Sell |
1,838
-713
| -28% | -$98.9K | 0.08% | 187 |
|
|
2021
Q2 | $374K | Buy |
2,551
+2
| +0.1% | +$293 | 0.11% | 171 |
|
|
2021
Q1 | $340K | Sell |
2,549
-163
| -6% | -$21.7K | 0.12% | 158 |
|
|
2020
Q4 | $342K | Buy |
2,712
+15
| +0.6% | +$1.89K | 0.13% | 164 |
|
|
2020
Q3 | $329K | Buy |
2,697
+371
| +16% | +$45.3K | 0.17% | 150 |
|
|
2020
Q2 | $280K | Sell |
2,326
-91
| -4% | -$11K | 0.2% | 153 |
|
|
2020
Q1 | $269K | Sell |
2,417
-198
| -8% | -$22K | 0.27% | 124 |
|
|
2019
Q4 | $351K | Buy |
+2,615
| New | +$351K | 0.29% | 117 |
|