AMG
Advisors Management Group’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.7M | Sell |
39,765
-239
| -0.6% | -$70.5K | 2.21% | 7 |
|
2025
Q1 | $9.95M | Sell |
40,004
-433
| -1% | -$108K | 2.16% | 9 |
|
2024
Q4 | $8.89M | Sell |
40,437
-258
| -0.6% | -$56.7K | 2.1% | 10 |
|
2024
Q3 | $9M | Buy |
40,695
+348
| +0.9% | +$76.9K | 2.13% | 13 |
|
2024
Q2 | $6.98M | Sell |
40,347
-6,922
| -15% | -$1.2M | 1.74% | 16 |
|
2024
Q1 | $9.03M | Buy |
47,269
+54
| +0.1% | +$10.3K | 2.24% | 11 |
|
2023
Q4 | $7.72M | Buy |
47,215
+939
| +2% | +$154K | 2.1% | 13 |
|
2023
Q3 | $6.49M | Sell |
46,276
-902
| -2% | -$127K | 1.96% | 15 |
|
2023
Q2 | $6.31M | Sell |
47,178
-221
| -0.5% | -$29.6K | 1.88% | 18 |
|
2023
Q1 | $6.21M | Buy |
47,399
+182
| +0.4% | +$23.9K | 1.98% | 18 |
|
2022
Q4 | $6.65M | Sell |
47,217
-158
| -0.3% | -$22.3K | 2.51% | 12 |
|
2022
Q3 | $5.63M | Sell |
47,375
-139
| -0.3% | -$16.5K | 2.24% | 15 |
|
2022
Q2 | $6.71M | Buy |
47,514
+213
| +0.5% | +$30.1K | 2.35% | 12 |
|
2022
Q1 | $6.15M | Buy |
47,301
+11,610
| +33% | +$1.51M | 2.08% | 18 |
|
2021
Q4 | $4.77M | Sell |
35,691
-77
| -0.2% | -$10.3K | 1.43% | 22 |
|
2021
Q3 | $4.97M | Buy |
35,768
+237
| +0.7% | +$32.9K | 1.54% | 19 |
|
2021
Q2 | $5.21M | Sell |
35,531
-236
| -0.7% | -$34.6K | 1.55% | 19 |
|
2021
Q1 | $4.77M | Buy |
35,767
+22,489
| +169% | +$3M | 1.5% | 20 |
|
2020
Q4 | $1.67M | Buy |
13,278
+189
| +1% | +$23.8K | 0.68% | 47 |
|
2020
Q3 | $1.59M | Sell |
13,089
-4
| -0% | -$487 | 0.66% | 47 |
|
2020
Q2 | $1.58M | Buy |
13,093
+8,646
| +194% | +$1.04M | 0.7% | 46 |
|
2020
Q1 | $493K | Buy |
4,447
+970
| +28% | +$108K | 0.24% | 60 |
|
2019
Q4 | $466K | Buy |
3,477
+180
| +5% | +$24.1K | 0.18% | 64 |
|
2019
Q3 | $479K | Hold |
3,297
| – | – | 0.2% | 62 |
|
2019
Q2 | $455K | Buy |
3,297
+1
| +0% | +$138 | 0.2% | 63 |
|
2019
Q1 | $465K | Buy |
3,296
+229
| +7% | +$32.3K | 0.21% | 61 |
|
2018
Q4 | $349K | Buy |
3,067
+1
| +0% | +$114 | 0.18% | 63 |
|
2018
Q3 | $464K | Hold |
3,066
| – | – | 0.21% | 65 |
|
2018
Q2 | $428K | Hold |
3,066
| – | – | 0.2% | 63 |
|
2018
Q1 | $468K | Hold |
3,066
| – | – | 0.24% | 58 |
|
2017
Q4 | $470K | Hold |
3,066
| – | – | 0.24% | 57 |
|
2017
Q3 | $445K | Buy |
3,066
+1
| +0% | +$145 | 0.24% | 54 |
|
2017
Q2 | $472K | Sell |
3,065
-64
| -2% | -$9.86K | 0.26% | 53 |
|
2017
Q1 | $545K | Hold |
3,129
| – | – | 0.34% | 47 |
|
2016
Q4 | $519K | Sell |
3,129
-559
| -15% | -$92.7K | 0.35% | 48 |
|
2016
Q3 | $586K | Hold |
3,688
| – | – | 0.39% | 47 |
|
2016
Q2 | $560K | Sell |
3,688
-18
| -0.5% | -$2.73K | 0.39% | 49 |
|
2016
Q1 | $561K | Buy |
3,706
+611
| +20% | +$92.5K | 0.41% | 48 |
|
2015
Q4 | $426K | Buy |
+3,095
| New | +$426K | 0.35% | 48 |
|