AFT Forsyth & Company’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
805
| – | – | 0.12% | 105 |
|
|
2025
Q1 | $200K | Buy |
+805
| New | +$200K | 0.11% | 126 |
|
|
2020
Q1 | – | Sell |
-1,599
| Closed | -$205K | – | 134 |
|
|
2019
Q4 | $205K | Hold |
1,599
| – | – | 0.16% | 136 |
|
|
2019
Q3 | $222K | Buy |
+1,599
| New | +$222K | 0.18% | 126 |
|
|
2013
Q3 | $780K | Sell |
4,408
-42
| -0.9% | -$7.43K | 1.01% | 24 |
|
|
2013
Q2 | $813K | Buy |
+4,450
| New | +$813K | 1.16% | 22 |
|