Affiance Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
+889
| New | +$262K | 0.05% | 90 |
|
|
2023
Q1 | – | Sell |
-535
| Closed | -$75.4K | – | 234 |
|
|
2022
Q4 | $75.4K | Buy |
+535
| New | +$75.4K | 0.03% | 143 |
|
|
2020
Q2 | – | Sell |
-4,384
| Closed | -$465K | – | 136 |
|
|
2020
Q1 | $465K | Hold |
4,384
| – | – | 0.32% | 46 |
|
|
2019
Q4 | $562K | Sell |
4,384
-512
| -10% | -$65.6K | 0.31% | 49 |
|
|
2019
Q3 | $681K | Hold |
4,896
| – | – | 0.41% | 44 |
|
|
2019
Q2 | $646K | Hold |
4,896
| – | – | 0.4% | 48 |
|
|
2019
Q1 | $660K | Buy |
4,896
+151
| +3% | +$20.4K | 0.42% | 47 |
|
|
2018
Q4 | $516K | Sell |
4,745
-274
| -5% | -$29.8K | 0.34% | 56 |
|
|
2018
Q3 | $726K | Hold |
5,019
| – | – | 0.48% | 45 |
|
|
2018
Q2 | $670K | Buy |
5,019
+101
| +2% | +$13.5K | 0.51% | 43 |
|
|
2018
Q1 | $721K | Buy |
4,918
+2,915
| +146% | +$427K | 0.64% | 30 |
|
|
2017
Q4 | $294K | Sell |
2,003
-11
| -0.5% | -$1.62K | 0.22% | 64 |
|
|
2017
Q3 | $279K | Sell |
2,014
-52
| -3% | -$7.2K | 0.22% | 65 |
|
|
2017
Q2 | $304K | Sell |
2,066
-55
| -3% | -$8.09K | 0.24% | 59 |
|
|
2017
Q1 | $353K | Hold |
2,121
| – | – | 0.27% | 56 |
|
|
2016
Q4 | $337K | Buy |
2,121
+103
| +5% | +$16.4K | 0.27% | 60 |
|
|
2016
Q3 | $306K | Hold |
2,018
| – | – | 0.25% | 63 |
|
|
2016
Q2 | $293K | Sell |
2,018
-524
| -21% | -$76.1K | 0.25% | 65 |
|
|
2016
Q1 | $368K | Sell |
2,542
-76
| -3% | -$11K | 0.35% | 57 |
|
|
2015
Q4 | $344K | Hold |
2,618
| – | – | 0.35% | 57 |
|
|
2015
Q3 | $363K | Hold |
2,618
| – | – | 0.45% | 51 |
|
|
2015
Q2 | $407K | Hold |
2,618
| – | – | 0.52% | 53 |
|
|
2015
Q1 | $402K | Hold |
2,618
| – | – | 0.61% | 46 |
|
|
2014
Q4 | $402K | Buy |
+2,618
| New | +$402K | 0.71% | 36 |
|