AG
Advocate Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
47,683
-4,242
| -8% | -$1.25M | 2.51% | 6 |
|
|
2025
Q1 | $12.9M | Sell |
51,925
-5,214
| -9% | -$1.3M | 2.35% | 6 |
|
|
2024
Q4 | $12.6M | Sell |
57,139
-8,464
| -13% | -$1.86M | 2.37% | 5 |
|
|
2024
Q3 | $14.5M | Buy |
65,603
+524
| +0.8% | +$116K | 2.63% | 4 |
|
|
2024
Q2 | $11.3M | Sell |
65,079
-1,476
| -2% | -$255K | 2.27% | 6 |
|
|
2024
Q1 | $12.7M | Sell |
66,555
-3,960
| -6% | -$756K | 2.53% | 4 |
|
|
2023
Q4 | $11.5M | Sell |
70,515
-530
| -0.7% | -$86.7K | 2.48% | 4 |
|
|
2023
Q3 | $9.97M | Buy |
71,045
+581
| +0.8% | +$81.5K | 2.31% | 7 |
|
|
2023
Q2 | $9.43M | Buy |
70,464
+1,334
| +2% | +$179K | 2.07% | 10 |
|
|
2023
Q1 | $9.06M | Buy |
69,130
+287
| +0.4% | +$37.6K | 1.98% | 11 |
|
|
2022
Q4 | $9.7M | Buy |
68,843
+6,900
| +11% | +$972K | 2.09% | 7 |
|
|
2022
Q3 | $7.36M | Buy |
61,943
+4,068
| +7% | +$483K | 1.82% | 17 |
|
|
2022
Q2 | $8.17M | Buy |
+57,875
| New | +$8.17M | 1.9% | 14 |
|