AIA
Allied Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
4,876
-252
| -5% | -$74.3K | 0.25% | 46 |
|
|
2025
Q1 | $1.28M | Sell |
5,128
-276
| -5% | -$68.6K | 0.24% | 45 |
|
|
2024
Q4 | $1.19M | Buy |
5,404
+200
| +4% | +$44K | 0.24% | 42 |
|
|
2024
Q3 | $1.15M | Sell |
5,204
-60
| -1% | -$13.3K | 0.23% | 42 |
|
|
2024
Q2 | $910K | Sell |
5,264
-295
| -5% | -$51K | 0.21% | 41 |
|
|
2024
Q1 | $1.06M | Sell |
5,559
-380
| -6% | -$72.6K | 0.26% | 40 |
|
|
2023
Q4 | $971K | Sell |
5,939
-2,122
| -26% | -$347K | 0.26% | 40 |
|
|
2023
Q3 | $1.13M | Sell |
8,061
-47,853
| -86% | -$6.71M | 0.34% | 37 |
|
|
2023
Q2 | $7.48M | Buy |
55,914
+2,317
| +4% | +$310K | 2.17% | 29 |
|
|
2023
Q1 | $7.03M | Buy |
53,597
+1,682
| +3% | +$220K | 2.18% | 27 |
|
|
2022
Q4 | $7.31M | Buy |
51,915
+1,242
| +2% | +$175K | 2.29% | 26 |
|
|
2022
Q3 | $6.02M | Buy |
50,673
+2,179
| +4% | +$259K | 2.25% | 25 |
|
|
2022
Q2 | $6.85M | Buy |
48,494
+1,641
| +4% | +$232K | 2.46% | 22 |
|
|
2022
Q1 | $6.09M | Buy |
46,853
+4,266
| +10% | +$555K | 1.98% | 31 |
|
|
2021
Q4 | $5.69M | Buy |
42,587
+2,513
| +6% | +$336K | 1.95% | 31 |
|
|
2021
Q3 | $5.57M | Buy |
40,074
+1,130
| +3% | +$157K | 2.11% | 29 |
|
|
2021
Q2 | $5.71M | Buy |
38,944
+1,370
| +4% | +$201K | 2.15% | 27 |
|
|
2021
Q1 | $5.01M | Buy |
37,574
+2,018
| +6% | +$269K | 2.14% | 29 |
|
|
2020
Q4 | $4.48M | Buy |
35,556
+328
| +0.9% | +$41.3K | 2.15% | 27 |
|
|
2020
Q3 | $4.29M | Buy |
35,228
+221
| +0.6% | +$26.9K | 2.31% | 22 |
|
|
2020
Q2 | $4.23M | Buy |
35,007
+2,705
| +8% | +$327K | 2.44% | 23 |
|
|
2020
Q1 | $3.58M | Buy |
32,302
+3,400
| +12% | +$377K | 2.59% | 19 |
|
|
2019
Q4 | $3.87M | Buy |
28,902
+158
| +0.5% | +$21.2K | 2.29% | 24 |
|
|
2019
Q3 | $4.18M | Buy |
28,744
+847
| +3% | +$123K | 2.69% | 22 |
|
|
2019
Q2 | $3.85M | Buy |
27,897
+1,051
| +4% | +$145K | 2.58% | 22 |
|
|
2019
Q1 | $3.79M | Buy |
26,846
+860
| +3% | +$121K | 2.63% | 21 |
|
|
2018
Q4 | $2.95M | Buy |
25,986
+114
| +0.4% | +$13K | 2.44% | 24 |
|
|
2018
Q3 | $3.91M | Buy |
25,872
+1,154
| +5% | +$174K | 2.91% | 19 |
|
|
2018
Q2 | $3.45M | Sell |
24,718
-440
| -2% | -$61.5K | 2.81% | 19 |
|
|
2018
Q1 | $3.86M | Buy |
25,158
+1,220
| +5% | +$187K | 3.18% | 14 |
|
|
2017
Q4 | $3.67M | Buy |
+23,938
| New | +$3.67M | 3.1% | 18 |
|