ACG
Allen Capital Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
5,247
+56
| +1% | +$16.5K | 0.16% | 97 |
|
|
2025
Q1 | $1.29M | Sell |
5,191
-17,826
| -77% | -$4.43M | 0.15% | 101 |
|
|
2024
Q4 | $5.06M | Buy |
23,017
+771
| +3% | +$169K | 0.61% | 43 |
|
|
2024
Q3 | $4.92M | Buy |
22,246
+408
| +2% | +$90.2K | 0.61% | 39 |
|
|
2024
Q2 | $3.78M | Buy |
21,838
+420
| +2% | +$72.6K | 0.52% | 43 |
|
|
2024
Q1 | $4.09M | Sell |
21,418
-1,087
| -5% | -$208K | 0.58% | 41 |
|
|
2023
Q4 | $3.68M | Sell |
22,505
-1,441
| -6% | -$236K | 0.58% | 39 |
|
|
2023
Q3 | $3.37M | Sell |
23,946
-991
| -4% | -$140K | 0.6% | 38 |
|
|
2023
Q2 | $3.34M | Sell |
24,937
-881
| -3% | -$118K | 0.57% | 40 |
|
|
2023
Q1 | $3.38M | Buy |
+25,818
| New | +$3.38M | 0.61% | 35 |
|
|
2022
Q4 | – | Sell |
-21,445
| Closed | -$2.55M | – | 85 |
|
|
2022
Q3 | $2.55M | Buy |
21,445
+1,607
| +8% | +$191K | 0.58% | 35 |
|
|
2022
Q2 | $2.8M | Buy |
19,838
+888
| +5% | +$125K | 0.57% | 36 |
|
|
2022
Q1 | $2.46M | Buy |
18,950
+816
| +4% | +$106K | 0.47% | 43 |
|
|
2021
Q4 | $2.42M | Buy |
18,134
+1,438
| +9% | +$192K | 0.39% | 48 |
|
|
2021
Q3 | $2.32M | Buy |
16,696
+1,840
| +12% | +$256K | 0.47% | 50 |
|
|
2021
Q2 | $2.18M | Buy |
14,856
+545
| +4% | +$79.9K | 0.44% | 53 |
|
|
2021
Q1 | $1.91M | Buy |
+14,311
| New | +$1.91M | 0.42% | 50 |
|
|
2019
Q2 | – | Sell |
-2,883
| Closed | -$407K | – | 121 |
|
|
2019
Q1 | $407K | Sell |
2,883
-152
| -5% | -$21.5K | 0.13% | 92 |
|
|
2018
Q4 | $376K | Buy |
3,035
+432
| +17% | +$53.5K | 0.13% | 92 |
|
|
2018
Q3 | $394K | Sell |
2,603
-76
| -3% | -$11.5K | 0.13% | 94 |
|
|
2018
Q2 | $374K | Sell |
2,679
-169
| -6% | -$23.6K | 0.14% | 88 |
|
|
2018
Q1 | $437K | Buy |
2,848
+84
| +3% | +$12.9K | 0.17% | 80 |
|
|
2017
Q4 | $424K | Buy |
+2,764
| New | +$424K | 0.18% | 77 |
|