ACA
Affinity Capital Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Buy |
2,232
+204
| +10% | +$60.1K | 0.11% | 83 |
|
|
2025
Q1 | $478K | Sell |
2,028
-28
| -1% | -$6.59K | 0.09% | 90 |
|
|
2024
Q4 | $460K | Sell |
2,056
-49
| -2% | -$11K | 0.09% | 100 |
|
|
2024
Q3 | $465K | Sell |
2,105
-86
| -4% | -$19K | 0.09% | 99 |
|
|
2024
Q2 | $379K | Sell |
2,191
-56
| -2% | -$9.69K | 0.08% | 109 |
|
|
2024
Q1 | $429K | Buy |
2,247
+2
| +0.1% | +$382 | 0.1% | 103 |
|
|
2023
Q4 | $367K | Buy |
2,245
+7
| +0.3% | +$1.15K | 0.09% | 103 |
|
|
2023
Q3 | $314K | Sell |
2,238
-7
| -0.3% | -$982 | 0.09% | 100 |
|
|
2023
Q2 | $300K | Sell |
2,245
-82
| -4% | -$11K | 0.08% | 98 |
|
|
2023
Q1 | $305K | Sell |
2,327
-96
| -4% | -$12.6K | 0.09% | 95 |
|
|
2022
Q4 | $341K | Buy |
2,423
+3
| +0.1% | +$423 | 0.12% | 78 |
|
|
2022
Q3 | $288K | Buy |
2,420
+463
| +24% | +$55.1K | 0.1% | 80 |
|
|
2022
Q2 | $276K | Buy |
1,957
+4
| +0.2% | +$564 | 0.09% | 88 |
|
|
2022
Q1 | $254K | Buy |
1,953
+75
| +4% | +$9.75K | 0.08% | 101 |
|
|
2021
Q4 | $251K | Buy |
+1,878
| New | +$251K | 0.08% | 107 |
|