AO
Advisor OS’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
8,823
+252
| +3% | +$74.3K | 0.26% | 62 |
|
|
2025
Q1 | $2.13M | Buy |
8,571
+648
| +8% | +$161K | 0.24% | 60 |
|
|
2024
Q4 | $1.74M | Sell |
7,923
-392
| -5% | -$86.2K | 0.2% | 76 |
|
|
2024
Q3 | $1.84M | Buy |
8,315
+1,507
| +22% | +$333K | 0.18% | 98 |
|
|
2024
Q2 | $1.18M | Sell |
6,808
-1,575
| -19% | -$272K | 0.13% | 132 |
|
|
2024
Q1 | $1.6M | Buy |
8,383
+189
| +2% | +$36.1K | 0.18% | 100 |
|
|
2023
Q4 | $1.34M | Sell |
8,194
-45
| -0.5% | -$7.36K | 0.17% | 101 |
|
|
2023
Q3 | $1.16M | Buy |
8,239
+860
| +12% | +$121K | 0.17% | 110 |
|
|
2023
Q2 | $987K | Buy |
7,379
+5,016
| +212% | +$671K | 0.16% | 129 |
|
|
2023
Q1 | $310K | Buy |
2,363
+650
| +38% | +$85.2K | 0.07% | 188 |
|
|
2022
Q4 | $241K | Buy |
+1,713
| New | +$241K | 0.06% | 196 |
|