AMBIA
Allen Mooney & Barnes Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
40,414
-75
| -0.2% | -$22.1K | 1.96% | 22 |
|
|
2025
Q1 | $10.1M | Sell |
40,489
-1,136
| -3% | -$282K | 1.64% | 30 |
|
|
2024
Q4 | $9.15M | Sell |
41,625
-1,121
| -3% | -$246K | 1.54% | 28 |
|
|
2024
Q3 | $9.45M | Sell |
42,746
-1,641
| -4% | -$363K | 1.61% | 27 |
|
|
2024
Q2 | $7.68M | Sell |
44,387
-19
| -0% | -$3.29K | 1.37% | 28 |
|
|
2024
Q1 | $8.26M | Sell |
44,406
-174
| -0.4% | -$32.3K | 1.58% | 26 |
|
|
2023
Q4 | $7.29M | Buy |
44,580
+398
| +0.9% | +$65.1K | 1.39% | 29 |
|
|
2023
Q3 | $6.2M | Buy |
44,182
+1,703
| +4% | +$239K | 1.32% | 29 |
|
|
2023
Q2 | $5.68M | Buy |
42,479
+2,268
| +6% | +$303K | 1.26% | 29 |
|
|
2023
Q1 | $5.27M | Buy |
40,211
+273
| +0.7% | +$35.8K | 1.26% | 30 |
|
|
2022
Q4 | $5.63M | Buy |
39,938
+67
| +0.2% | +$9.44K | 1.35% | 30 |
|
|
2022
Q3 | $4.74M | Buy |
39,871
+1,383
| +4% | +$164K | 1.27% | 32 |
|
|
2022
Q2 | $5.43M | Buy |
38,488
+1,741
| +5% | +$246K | 1.39% | 31 |
|
|
2022
Q1 | $4.78M | Buy |
+36,747
| New | +$4.78M | 1.06% | 37 |
|