Acorn Wealth Advisors’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 | $1.08M | Sell |
4,452
-4
| -0.1% | -$1.08K | 0.31% | 70 |
|
|
2025
Q4 | $1.32M | Sell |
4,456
-196
| -4% | -$58.7K | 0.39% | 60 |
|
|
2025
Q3 | $1.31M | Buy |
4,652
+62
| +1% | +$16.2K | 0.41% | 59 |
|
|
2025
Q2 | $1.35M | Sell |
4,590
-162
| -3% | -$41.7K | 0.5% | 48 |
|
|
2025
Q1 | $1.18M | Buy |
4,752
+28
| +0.6% | +$6.85K | 0.49% | 48 |
|
|
2024
Q4 | $1.04M | Sell |
4,724
-142
| -3% | -$31.6K | 0.43% | 50 |
|
|
2024
Q3 | $1.08M | Sell |
4,866
-240
| -5% | -$47.1K | 0.46% | 43 |
|
|
2024
Q2 | $883K | Sell |
5,106
-251
| -5% | -$43.6K | 0.44% | 49 |
|
|
2024
Q1 | $1.02M | Sell |
5,357
-84
| -2% | -$15.3K | 0.53% | 42 |
|
|
2023
Q4 | $890K | Sell |
5,441
-279
| -5% | -$42.2K | 0.53% | 41 |
|
|
2023
Q3 | $802K | Sell |
5,720
-183
| -3% | -$26K | 0.53% | 42 |
|
|
2023
Q2 | $790K | Buy |
5,903
+130
| +2% | +$16.8K | 0.54% | 41 |
|
|
2023
Q1 | $757K | Buy |
5,773
+373
| +7% | +$49.9K | 0.56% | 41 |
|
|
2022
Q4 | $761K | Sell |
5,400
-2
| -0% | -$276 | 0.58% | 41 |
|
|
2022
Q3 | $642K | Buy |
5,402
+221
| +4% | +$29K | 0.53% | 43 |
|
|
2022
Q2 | $732K | Buy |
5,181
+184
| +4% | +$24.8K | 0.58% | 37 |
|
|
2022
Q1 | $650K | Buy |
4,997
+112
| +2% | +$14.6K | 0.45% | 50 |
|
|
2021
Q4 | $653K | Buy |
4,885
+422
| +9% | +$52.9K | 0.41% | 56 |
|
|
2021
Q3 | $593K | Buy |
4,463
+918
| +26% | +$123K | 0.41% | 57 |
|
|
2021
Q2 | $497K | Buy |
3,545
+406
| +13% | +$55.5K | 0.34% | 71 |
|
|
2021
Q1 | $400K | Buy |
3,139
+400
| +15% | +$47.9K | 0.29% | 83 |
|
|
2020
Q4 | $330K | Buy |
2,739
+398
| +17% | +$46K | 0.26% | 95 |
|
|
2020
Q3 | $272K | Buy |
2,341
+281
| +14% | +$33.1K | 0.24% | 95 |
|
|
2020
Q2 | $238K | Sell |
2,060
-7
| -0.3% | -$813 | 0.22% | 98 |
|
|
2020
Q1 | $223K | Buy |
2,067
+254
| +14% | +$32.1K | 0.25% | 88 |
|
|
2019
Q4 | $232K | Sell |
1,813
-200
| -10% | -$26K | 0.2% | 106 |
|
|
2019
Q3 | $259K | Buy |
2,013
+109
| +6% | +$14.7K | 0.22% | 97 |
|
|
2019
Q2 | $247K | Sell |
1,904
-24
| -1% | -$3.15K | 0.23% | 98 |
|
|
2019
Q1 | $265K | Buy |
1,928
+4
| +0.2% | +$510 | 0.24% | 99 |
|
|
2018
Q4 | $221K | Buy |
1,924
+6
| +0.3% | +$720 | 0.23% | 98 |
|
|
2018
Q3 | $214K | Sell |
1,918
-10
| -0.5% | -$1.4K | 0.21% | 108 |
|
|
2018
Q2 | $258K | Buy |
1,928
+17
| +0.9% | +$2.37K | 0.22% | 93 |
|
|
2018
Q1 | $268K | Buy |
1,911
+3
| +0.2% | +$454 | 0.23% | 87 |
|
|
2017
Q4 | $299K | Buy |
+1,908
| New | +$277K | 0.27% | 72 |
|
Other funds holding IBM
VCM
VPM
