Affinity Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $205K | Sell |
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|
2017
Q1 | $270K | Hold |
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|
2016
Q4 | $258K | Hold |
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|
2016
Q3 | $247K | Hold |
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|
2016
Q2 | $236K | Hold |
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|
2016
Q1 | $235K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $252K | Buy |
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|
2015
Q1 | – | Sell |
|
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|
2014
Q4 | $211K | Buy |
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|
2014
Q2 | $239K | Buy |
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|
2013
Q3 | $202K | Hold |
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|
2013
Q2 | $209K | Buy |
|