AA
Addison Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
5,210
+244
| +5% | +$71.9K | 0.38% | 55 |
|
|
2025
Q1 | $1.23M | Buy |
4,966
+15
| +0.3% | +$3.73K | 0.34% | 60 |
|
|
2024
Q4 | $1.09M | Sell |
4,951
-196
| -4% | -$43.1K | 0.3% | 66 |
|
|
2024
Q3 | $1.14M | Buy |
5,147
+11
| +0.2% | +$2.43K | 0.32% | 64 |
|
|
2024
Q2 | $888K | Buy |
5,136
+199
| +4% | +$34.4K | 0.29% | 66 |
|
|
2024
Q1 | $943K | Buy |
4,937
+27
| +0.5% | +$5.16K | 0.32% | 65 |
|
|
2023
Q4 | $803K | Buy |
4,910
+569
| +13% | +$93.1K | 0.31% | 65 |
|
|
2023
Q3 | $609K | Buy |
4,341
+91
| +2% | +$12.8K | 0.28% | 70 |
|
|
2023
Q2 | $569K | Sell |
4,250
-53
| -1% | -$7.09K | 0.28% | 72 |
|
|
2023
Q1 | $564K | Buy |
4,303
+125
| +3% | +$16.4K | 0.32% | 68 |
|
|
2022
Q4 | $589K | Sell |
4,178
-210
| -5% | -$29.6K | 0.35% | 61 |
|
|
2022
Q3 | $521K | Sell |
4,388
-335
| -7% | -$39.8K | 0.32% | 64 |
|
|
2022
Q2 | $667K | Buy |
4,723
+20
| +0.4% | +$2.82K | 0.4% | 54 |
|
|
2022
Q1 | $611K | Buy |
4,703
+222
| +5% | +$28.8K | 0.33% | 64 |
|
|
2021
Q4 | $599K | Buy |
4,481
+498
| +13% | +$66.6K | 0.37% | 53 |
|
|
2021
Q3 | $553K | Buy |
3,983
+6
| +0.2% | +$833 | 0.44% | 40 |
|
|
2021
Q2 | $583K | Buy |
+3,977
| New | +$583K | 0.47% | 40 |
|
|
2020
Q4 | $456K | Buy |
+3,621
| New | +$456K | 0.44% | 44 |
|