All Season Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,632
| Closed | -$229K | – | 106 |
|
|
2023
Q3 | $229K | Buy |
1,632
+2
| +0.1% | +$281 | 0.23% | 83 |
|
|
2023
Q2 | $218K | Buy |
1,630
+25
| +2% | +$3.35K | 0.2% | 93 |
|
|
2023
Q1 | $210K | Sell |
1,605
-11
| -0.7% | -$1.44K | 0.19% | 103 |
|
|
2022
Q4 | $228K | Sell |
1,616
-72
| -4% | -$10.1K | 0.2% | 109 |
|
|
2022
Q3 | $201K | Sell |
1,688
-2,760
| -62% | -$329K | 0.22% | 96 |
|
|
2022
Q2 | $628K | Buy |
4,448
+2,827
| +174% | +$399K | 0.54% | 43 |
|
|
2022
Q1 | $211K | Sell |
1,621
-1,185
| -42% | -$154K | 0.15% | 133 |
|
|
2021
Q4 | $375K | Sell |
2,806
-97
| -3% | -$13K | 0.26% | 92 |
|
|
2021
Q3 | $386K | Sell |
2,903
-4,691
| -62% | -$624K | 0.31% | 76 |
|
|
2021
Q2 | $1.06M | Buy |
+7,594
| New | +$1.06M | 0.76% | 30 |
|