Advance Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Sell |
2,310
-406
| -15% | -$120K | 0.03% | 88 |
|
|
2025
Q1 | $675K | Buy |
2,716
+1,096
| +68% | +$273K | 0.03% | 82 |
|
|
2024
Q4 | $356K | Buy |
1,620
+132
| +9% | +$29K | 0.02% | 107 |
|
|
2024
Q3 | $329K | Sell |
1,488
-314
| -17% | -$69.4K | 0.01% | 110 |
|
|
2024
Q2 | $312K | Sell |
1,802
-700
| -28% | -$121K | 0.01% | 114 |
|
|
2024
Q1 | $478K | Buy |
2,502
+71
| +3% | +$13.6K | 0.03% | 87 |
|
|
2023
Q4 | $398K | Buy |
2,431
+7
| +0.3% | +$1.15K | 0.03% | 79 |
|
|
2023
Q3 | $340K | Hold |
2,424
| – | – | 0.03% | 86 |
|
|
2023
Q2 | $324K | Sell |
2,424
-302
| -11% | -$40.4K | 0.04% | 85 |
|
|
2023
Q1 | $357K | Hold |
2,726
| – | – | 0.06% | 72 |
|
|
2022
Q4 | $384K | Hold |
2,726
| – | – | 0.05% | 63 |
|
|
2022
Q3 | $324K | Hold |
2,726
| – | – | 0.04% | 60 |
|
|
2022
Q2 | $385K | Buy |
2,726
+51
| +2% | +$7.2K | 0.05% | 54 |
|
|
2022
Q1 | $348K | Hold |
2,675
| – | – | 0.04% | 55 |
|
|
2021
Q4 | $357K | Buy |
+2,675
| New | +$357K | 0.07% | 58 |
|