AWM
Affinity Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
+765
| New | +$226K | 0.04% | 95 |
|
|
2017
Q3 | – | Sell |
-1,336
| Closed | -$205K | – | 76 |
|
|
2017
Q2 | $205K | Sell |
1,336
-217
| -14% | -$33.3K | 0.13% | 68 |
|
|
2017
Q1 | $270K | Hold |
1,553
| – | – | 0.15% | 47 |
|
|
2016
Q4 | $258K | Hold |
1,553
| – | – | 0.15% | 49 |
|
|
2016
Q3 | $247K | Hold |
1,553
| – | – | 0.16% | 49 |
|
|
2016
Q2 | $236K | Hold |
1,553
| – | – | 0.16% | 44 |
|
|
2016
Q1 | $235K | Buy |
+1,553
| New | +$235K | 0.14% | 42 |
|
|
2015
Q3 | – | Sell |
-1,553
| Closed | -$252K | – | 45 |
|
|
2015
Q2 | $252K | Buy |
+1,553
| New | +$252K | 0.16% | 35 |
|
|
2015
Q1 | – | Sell |
-1,316
| Closed | -$211K | – | 52 |
|
|
2014
Q4 | $211K | Buy |
+1,316
| New | +$211K | 0.17% | 34 |
|
|
2014
Q2 | $239K | Buy |
+1,316
| New | +$239K | 0.23% | 24 |
|
|
2013
Q3 | $202K | Hold |
1,093
| – | – | 0.09% | 53 |
|
|
2013
Q2 | $209K | Buy |
+1,093
| New | +$209K | 0.1% | 45 |
|