AA
AJ Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
1,870
+11
| +0.6% | +$3.24K | 0.25% | 24 |
|
|
2025
Q1 | $462K | Buy |
1,859
+12
| +0.6% | +$2.98K | 0.24% | 23 |
|
|
2024
Q4 | $406K | Buy |
1,847
+13
| +0.7% | +$2.86K | 0.21% | 25 |
|
|
2024
Q3 | $405K | Buy |
1,834
+41
| +2% | +$9.06K | 0.21% | 27 |
|
|
2024
Q2 | $310K | Buy |
1,793
+253
| +16% | +$43.8K | 0.17% | 28 |
|
|
2024
Q1 | $294K | Sell |
1,540
-95
| -6% | -$18.1K | 0.16% | 38 |
|
|
2023
Q4 | $267K | Buy |
1,635
+15
| +0.9% | +$2.45K | 0.16% | 37 |
|
|
2023
Q3 | $227K | Buy |
1,620
+100
| +7% | +$14K | 0.17% | 32 |
|
|
2023
Q2 | $203K | Sell |
1,520
-303
| -17% | -$40.5K | 0.14% | 34 |
|
|
2023
Q1 | $239K | Buy |
+1,823
| New | +$239K | 0.18% | 32 |
|