ARC
Advisor Resource Council’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Sell |
1,394
-18,180
| -93% | -$5.36M | 0.16% | 94 |
|
|
2025
Q1 | $4.57M | Buy |
+19,574
| New | +$4.57M | 0.37% | 67 |
|
|
2024
Q4 | – | Sell |
-3,782
| Closed | -$836K | – | 153 |
|
|
2024
Q3 | $836K | Buy |
+3,782
| New | +$836K | 0.38% | 65 |
|
|
2024
Q2 | – | Sell |
-3,739
| Closed | -$614K | – | 120 |
|
|
2024
Q1 | $614K | Sell |
3,739
-4,303
| -54% | -$707K | 0.26% | 92 |
|
|
2023
Q4 | $1.32M | Buy |
+8,042
| New | +$1.32M | 0.15% | 143 |
|
|
2023
Q2 | – | Sell |
-2,234
| Closed | -$291K | – | 201 |
|
|
2023
Q1 | $291K | Buy |
+2,234
| New | +$291K | 0.07% | 200 |
|
|
2022
Q3 | – | Sell |
-5,624
| Closed | -$794K | – | 293 |
|
|
2022
Q2 | $794K | Buy |
5,624
+3,385
| +151% | +$478K | 0.07% | 222 |
|
|
2022
Q1 | $291K | Sell |
2,239
-2,906
| -56% | -$378K | 0.09% | 155 |
|
|
2021
Q4 | $688K | Buy |
5,145
+3,305
| +180% | +$442K | 0.05% | 285 |
|
|
2021
Q3 | $256K | Sell |
1,840
-2,334
| -56% | -$325K | 0.08% | 186 |
|
|
2021
Q2 | $612K | Buy |
+4,174
| New | +$612K | 0.06% | 280 |
|