Affinity Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $607K | Sell |
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|
2025
Q2 | $658K | Buy |
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|
2025
Q1 | $478K | Sell |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $465K | Sell |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $429K | Buy |
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|
2023
Q4 | $367K | Buy |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $305K | Sell |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $276K | Buy |
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|
2022
Q1 | $254K | Buy |
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|
2021
Q4 | $251K | Buy |
|