AFG
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Allegheny Financial Group’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.55M Sell
12,050
-163
-1% -$48.1K 0.79% 20
2025
Q1
$3.04M Sell
12,213
-344
-3% -$85.5K 0.78% 21
2024
Q4
$2.76M Sell
12,557
-2,559
-17% -$563K 0.71% 26
2024
Q3
$3.34M Buy
15,116
+3,388
+29% +$749K 0.83% 18
2024
Q2
$2.03M Buy
11,728
+616
+6% +$107K 0.58% 27
2024
Q1
$2.12M Sell
11,112
-934
-8% -$178K 0.65% 24
2023
Q4
$1.97M Sell
12,046
-85
-0.7% -$13.9K 0.63% 28
2023
Q3
$1.7M Buy
12,131
+505
+4% +$70.9K 0.64% 28
2023
Q2
$1.56M Sell
11,626
-301
-3% -$40.3K 0.74% 26
2023
Q1
$1.56M Buy
11,927
+124
+1% +$16.3K 0.63% 29
2022
Q4
$1.66M Buy
11,803
+46
+0.4% +$6.48K 0.7% 29
2022
Q3
$1.4M Sell
11,757
-1
-0% -$119 0.66% 26
2022
Q2
$1.66M Buy
11,758
+22
+0.2% +$3.11K 0.77% 26
2022
Q1
$1.53M Buy
11,736
+231
+2% +$30K 0.65% 32
2021
Q4
$1.54M Buy
11,505
+122
+1% +$16.3K 0.61% 32
2021
Q3
$1.58M Sell
11,383
-8
-0.1% -$1.11K 0.72% 33
2021
Q2
$1.67M Buy
11,391
+66
+0.6% +$9.68K 0.76% 31
2021
Q1
$1.51M Sell
11,325
-73
-0.6% -$9.73K 1.1% 18
2020
Q4
$1.44M Buy
+11,398
New +$1.44M 0.77% 27