AFG
Albion Financial Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
6,064
-255
| -4% | -$75.2K | 0.12% | 87 |
|
|
2025
Q1 | $1.57M | Sell |
6,319
-6
| -0.1% | -$1.49K | 0.11% | 93 |
|
|
2024
Q4 | $1.39M | Hold |
6,325
| – | – | 0.1% | 99 |
|
|
2024
Q3 | $1.4M | Sell |
6,325
-369
| -6% | -$81.6K | 0.1% | 102 |
|
|
2024
Q2 | $1.16M | Sell |
6,694
-21
| -0.3% | -$3.63K | 0.09% | 103 |
|
|
2024
Q1 | $1.28M | Hold |
6,715
| – | – | 0.1% | 95 |
|
|
2023
Q4 | $1.1M | Sell |
6,715
-59
| -0.9% | -$9.65K | 0.09% | 104 |
|
|
2023
Q3 | $950K | Sell |
6,774
-25,824
| -79% | -$3.62M | 0.09% | 104 |
|
|
2023
Q2 | $4.36M | Sell |
32,598
-2,417
| -7% | -$323K | 0.38% | 57 |
|
|
2023
Q1 | $4.59M | Buy |
35,015
+824
| +2% | +$108K | 0.42% | 52 |
|
|
2022
Q4 | $4.82M | Sell |
34,191
-793
| -2% | -$112K | 0.47% | 49 |
|
|
2022
Q3 | $4.16M | Buy |
34,984
+123
| +0.4% | +$14.6K | 0.43% | 52 |
|
|
2022
Q2 | $4.92M | Buy |
34,861
+418
| +1% | +$59K | 0.49% | 49 |
|
|
2022
Q1 | $4.48M | Buy |
34,443
+3,956
| +13% | +$514K | 0.38% | 56 |
|
|
2021
Q4 | $4.08M | Sell |
30,487
-6,379
| -17% | -$853K | 0.32% | 64 |
|
|
2021
Q3 | $5.12M | Buy |
36,866
+2,175
| +6% | +$302K | 0.45% | 50 |
|
|
2021
Q2 | $5.09M | Buy |
+34,691
| New | +$5.09M | 0.44% | 51 |
|
|
2020
Q4 | $3.28M | Sell |
26,046
-866
| -3% | -$109K | 0.32% | 66 |
|
|
2020
Q3 | $3.27M | Sell |
26,912
-218
| -0.8% | -$26.5K | 0.35% | 57 |
|
|
2020
Q2 | $3.28M | Buy |
27,130
+4,079
| +18% | +$493K | 0.39% | 53 |
|
|
2020
Q1 | $2.56M | Buy |
23,051
+8,889
| +63% | +$986K | 0.37% | 49 |
|
|
2019
Q4 | $1.9M | Sell |
14,162
-6,230
| -31% | -$835K | 0.23% | 71 |
|
|
2019
Q3 | $2.97M | Buy |
20,392
+3,211
| +19% | +$467K | 0.38% | 58 |
|
|
2019
Q2 | $2.37M | Buy |
17,181
+3,455
| +25% | +$476K | 0.31% | 62 |
|
|
2019
Q1 | $1.94M | Buy |
13,726
+4,460
| +48% | +$629K | 0.26% | 69 |
|
|
2018
Q4 | $1.05M | Sell |
9,266
-9,205
| -50% | -$1.05M | 0.16% | 88 |
|
|
2018
Q3 | $2.79M | Buy |
18,471
+281
| +2% | +$42.5K | 0.38% | 57 |
|
|
2018
Q2 | $2.54M | Buy |
18,190
+7,334
| +68% | +$1.02M | 0.37% | 58 |
|
|
2018
Q1 | $1.67M | Buy |
+10,856
| New | +$1.67M | 0.26% | 68 |
|
|
2017
Q4 | – | Sell |
-2,769
| Closed | -$402K | – | 194 |
|
|
2017
Q3 | $402K | Hold |
2,769
| – | – | 0.06% | 138 |
|
|
2017
Q2 | $426K | Sell |
2,769
-107
| -4% | -$16.5K | 0.07% | 134 |
|
|
2017
Q1 | $501K | Buy |
+2,876
| New | +$501K | 0.08% | 124 |
|