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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $673K | Buy |
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|
2025
Q2 | $700K | Sell |
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|
2025
Q1 | $605K | Buy |
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|
2024
Q4 | $534K | Buy |
|
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|
2024
Q3 | $536K | Hold |
|
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|
2024
Q2 | $419K | Buy |
|
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|
2024
Q1 | $461K | Sell |
|
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|
2023
Q4 | $508K | Buy |
|
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|
2023
Q3 | $434K | Buy |
|
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|
2023
Q2 | $401K | Buy |
|
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|
2023
Q1 | $251K | Buy |
|
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|
2022
Q4 | $260K | Buy |
|
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|
2022
Q3 | $218K | Sell |
|
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|
2022
Q2 | $263K | Buy |
|
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|
2022
Q1 | $242K | Sell |
|
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|
2021
Q4 | $311K | Buy |
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|
2021
Q3 | $255K | Sell |
|
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|
2021
Q2 | $374K | Buy |
|
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|
2021
Q1 | $340K | Sell |
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|
2020
Q4 | $342K | Buy |
|
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|
2020
Q3 | $329K | Buy |
|
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $351K | Buy |
|