AIA
AIMZ Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Sell |
18,201
-348
| -2% | -$103K | 1.8% | 13 |
|
|
2025
Q1 | $4.61M | Sell |
18,549
-35
| -0.2% | -$8.7K | 1.61% | 16 |
|
|
2024
Q4 | $4.09M | Sell |
18,584
-198
| -1% | -$43.5K | 1.42% | 24 |
|
|
2024
Q3 | $4.15M | Buy |
18,782
+62
| +0.3% | +$13.7K | 1.42% | 23 |
|
|
2024
Q2 | $3.24M | Sell |
18,720
-262
| -1% | -$45.3K | 1.16% | 28 |
|
|
2024
Q1 | $3.62M | Sell |
18,982
-297
| -2% | -$56.7K | 1.35% | 21 |
|
|
2023
Q4 | $3.15M | Sell |
19,279
-97
| -0.5% | -$15.9K | 1.28% | 23 |
|
|
2023
Q3 | $2.72M | Sell |
19,376
-326
| -2% | -$45.7K | 1.21% | 29 |
|
|
2023
Q2 | $2.64M | Buy |
19,702
+4
| +0% | +$535 | 1.13% | 31 |
|
|
2023
Q1 | $2.58M | Sell |
19,698
-346
| -2% | -$45.4K | 1.16% | 32 |
|
|
2022
Q4 | $2.82M | Sell |
20,044
-481
| -2% | -$67.8K | 1.33% | 26 |
|
|
2022
Q3 | $2.44M | Sell |
20,525
-21
| -0.1% | -$2.5K | 1.23% | 28 |
|
|
2022
Q2 | $2.9M | Sell |
20,546
-71
| -0.3% | -$10K | 1.39% | 25 |
|
|
2022
Q1 | $2.68M | Sell |
20,617
-546
| -3% | -$71K | 1.1% | 34 |
|
|
2021
Q4 | $2.83M | Sell |
21,163
-45
| -0.2% | -$6.02K | 1.1% | 32 |
|
|
2021
Q3 | $2.95M | Sell |
21,208
-491
| -2% | -$68.2K | 1.33% | 25 |
|
|
2021
Q2 | $3.18M | Buy |
21,699
+4
| +0% | +$586 | 1.43% | 22 |
|
|
2021
Q1 | $2.89M | Buy |
21,695
+4
| +0% | +$533 | 1.41% | 23 |
|
|
2020
Q4 | $2.73M | Buy |
21,691
+256
| +1% | +$32.2K | 1.43% | 23 |
|
|
2020
Q3 | $2.61M | Sell |
21,435
-388
| -2% | -$47.2K | 1.56% | 21 |
|
|
2020
Q2 | $2.64M | Buy |
21,823
+431
| +2% | +$52.1K | 1.71% | 19 |
|
|
2020
Q1 | $2.37M | Buy |
21,392
+6
| +0% | +$666 | 1.84% | 18 |
|
|
2019
Q4 | $2.87M | Buy |
21,386
+135
| +0.6% | +$18.1K | 1.86% | 17 |
|
|
2019
Q3 | $3.09M | Sell |
21,251
-112
| -0.5% | -$16.3K | 2.13% | 13 |
|
|
2019
Q2 | $2.95M | Sell |
21,363
-145
| -0.7% | -$20K | 2.03% | 18 |
|
|
2019
Q1 | $3.04M | Buy |
21,508
+6
| +0% | +$847 | 2.08% | 17 |
|
|
2018
Q4 | $2.44M | Sell |
21,502
-645
| -3% | -$73.3K | 1.89% | 17 |
|
|
2018
Q3 | $3.35M | Buy |
22,147
+280
| +1% | +$42.3K | 2.16% | 13 |
|
|
2018
Q2 | $3.06M | Sell |
21,867
-760
| -3% | -$106K | 2.16% | 14 |
|
|
2018
Q1 | $3.47M | Buy |
22,627
+4
| +0% | +$614 | 2.52% | 7 |
|
|
2017
Q4 | $3.47M | Sell |
22,623
-321
| -1% | -$49.3K | 2.61% | 7 |
|
|
2017
Q3 | $3.33M | Sell |
22,944
-220
| -0.9% | -$31.9K | 2.73% | 7 |
|
|
2017
Q2 | $3.56M | Sell |
23,164
-836
| -3% | -$129K | 3% | 2 |
|
|
2017
Q1 | $4.18M | Sell |
24,000
-347
| -1% | -$60.4K | 3.52% | 2 |
|
|
2016
Q4 | $4.04M | Sell |
24,347
-540
| -2% | -$89.6K | 3.61% | 1 |
|
|
2016
Q3 | $3.95M | Sell |
24,887
-97
| -0.4% | -$15.4K | 3.54% | 1 |
|
|
2016
Q2 | $3.79M | Sell |
24,984
-25,509
| -51% | -$3.87M | 3.48% | 2 |
|
|
2016
Q1 | $7.88M | Buy |
50,493
+24,917
| +97% | +$3.89M | 3.47% | 2 |
|
|
2015
Q4 | $3.52M | Sell |
25,576
-208
| -0.8% | -$28.6K | 3.21% | 3 |
|
|
2015
Q3 | $3.74M | Buy |
25,784
+738
| +3% | +$107K | 3.43% | 2 |
|
|
2015
Q2 | $4.07M | Sell |
25,046
-92
| -0.4% | -$15K | 3.54% | 1 |
|
|
2015
Q1 | $4.04M | Buy |
25,138
+213
| +0.9% | +$34.2K | 3.45% | 2 |
|
|
2014
Q4 | $4M | Buy |
+24,925
| New | +$4M | 3.56% | 2 |
|