Allegheny Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.89M | Sell |
11,934
-38
| -0.3% | -$10.3K | 0.39% | 45 |
|
|
2025
Q4 | $3.55M | Sell |
11,972
-30
| -0.2% | -$8.98K | 0.53% | 34 |
|
|
2025
Q3 | $3.39M | Sell |
12,002
-48
| -0.4% | -$12.6K | 0.63% | 27 |
|
|
2025
Q2 | $3.55M | Sell |
12,050
-163
| -1% | -$42K | 0.79% | 20 |
|
|
2025
Q1 | $3.04M | Sell |
12,213
-344
| -3% | -$84.1K | 0.78% | 21 |
|
|
2024
Q4 | $2.76M | Sell |
12,557
-2,559
| -17% | -$570K | 0.71% | 26 |
|
|
2024
Q3 | $3.34M | Buy |
15,116
+3,388
| +29% | +$664K | 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% | -$170K | 0.65% | 24 |
|
|
2023
Q4 | $1.97M | Sell |
12,046
-85
| -0.7% | -$12.8K | 0.63% | 28 |
|
|
2023
Q3 | $1.7M | Buy |
12,131
+505
| +4% | +$71.9K | 0.64% | 28 |
|
|
2023
Q2 | $1.56M | Sell |
11,626
-301
| -3% | -$38.8K | 0.74% | 26 |
|
|
2023
Q1 | $1.56M | Buy |
11,927
+124
| +1% | +$16.6K | 0.63% | 29 |
|
|
2022
Q4 | $1.66M | Buy |
11,803
+46
| +0.4% | +$6.34K | 0.7% | 29 |
|
|
2022
Q3 | $1.4M | Sell |
11,757
-1
| -0% | -$131 | 0.66% | 26 |
|
|
2022
Q2 | $1.66M | Buy |
11,758
+22
| +0.2% | +$2.97K | 0.77% | 26 |
|
|
2022
Q1 | $1.53M | Buy |
11,736
+231
| +2% | +$30.1K | 0.65% | 32 |
|
|
2021
Q4 | $1.54M | Sell |
11,505
-402
| -3% | -$50.4K | 0.61% | 32 |
|
|
2021
Q3 | $1.58M | Sell |
11,907
-8
| -0.1% | -$1.07K | 0.72% | 33 |
|
|
2021
Q2 | $1.67M | Buy |
11,915
+69
| +0.6% | +$9.44K | 0.76% | 31 |
|
|
2021
Q1 | $1.51M | Sell |
11,846
-76
| -0.6% | -$9.1K | 1.1% | 18 |
|
|
2020
Q4 | $1.44M | Buy |
+11,922
| New | +$1.38M | 0.77% | 27 |
|
Other funds holding IBM
VCM
VPM
