AF
Allworth Financial’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.9M | Buy |
152,471
+77,229
| +103% | +$22.8M | 0.22% | 65 |
|
|
2025
Q1 | $17.3M | Buy |
75,242
+14,234
| +23% | +$3.26M | 0.1% | 122 |
|
|
2024
Q4 | $13.6M | Buy |
61,008
+18,926
| +45% | +$4.23M | 0.07% | 138 |
|
|
2024
Q3 | $9.3M | Sell |
42,082
-118
| -0.3% | -$26.1K | 0.06% | 147 |
|
|
2024
Q2 | $7.73M | Buy |
42,200
+15,708
| +59% | +$2.88M | 0.05% | 164 |
|
|
2024
Q1 | $5.06M | Buy |
26,492
+346
| +1% | +$66.1K | 0.04% | 198 |
|
|
2023
Q4 | $4.28M | Buy |
26,146
+1,287
| +5% | +$210K | 0.03% | 206 |
|
|
2023
Q3 | $3.49M | Buy |
24,859
+1,442
| +6% | +$202K | 0.03% | 210 |
|
|
2023
Q2 | $3.13M | Buy |
23,417
+4,974
| +27% | +$666K | 0.03% | 230 |
|
|
2023
Q1 | $2.42M | Sell |
18,443
-2,093
| -10% | -$274K | 0.02% | 233 |
|
|
2022
Q4 | $2.89M | Sell |
20,536
-648
| -3% | -$91.3K | 0.03% | 201 |
|
|
2022
Q3 | $2.52M | Buy |
21,184
+5,609
| +36% | +$666K | 0.03% | 204 |
|
|
2022
Q2 | $2.2M | Buy |
15,575
+1,717
| +12% | +$242K | 0.03% | 207 |
|
|
2022
Q1 | $1.8M | Buy |
13,858
+2,143
| +18% | +$279K | 0.02% | 230 |
|
|
2021
Q4 | $1.57M | Buy |
11,715
+50
| +0.4% | +$6.68K | 0.02% | 226 |
|
|
2021
Q3 | $1.62M | Buy |
11,665
+926
| +9% | +$129K | 0.03% | 191 |
|
|
2021
Q2 | $1.57M | Buy |
10,739
+1,079
| +11% | +$158K | 0.03% | 152 |
|
|
2021
Q1 | $1.29M | Buy |
9,660
+233
| +2% | +$31K | 0.03% | 148 |
|
|
2020
Q4 | $1.19M | Sell |
9,427
-736
| -7% | -$92.7K | 0.03% | 106 |
|
|
2020
Q3 | $1.24M | Buy |
10,163
+125
| +1% | +$15.2K | 0.04% | 83 |
|
|
2020
Q2 | $1.21M | Sell |
10,038
-92
| -0.9% | -$11.1K | 0.04% | 82 |
|
|
2020
Q1 | $1.12M | Sell |
10,130
-671
| -6% | -$74.5K | 0.04% | 100 |
|
|
2019
Q4 | $1.45M | Buy |
10,801
+590
| +6% | +$79.1K | 0.05% | 61 |
|
|
2019
Q3 | $1.49M | Buy |
10,211
+35
| +0.3% | +$5.09K | 0.06% | 58 |
|
|
2019
Q2 | $1.4M | Sell |
10,176
-781
| -7% | -$108K | 0.05% | 55 |
|
|
2019
Q1 | $1.55M | Buy |
10,957
+576
| +6% | +$81.3K | 0.07% | 51 |
|
|
2018
Q4 | $1.18M | Sell |
10,381
-585
| -5% | -$66.5K | 0.06% | 57 |
|
|
2018
Q3 | $1.66M | Buy |
10,966
+94
| +0.9% | +$14.2K | 0.08% | 51 |
|
|
2018
Q2 | $1.52M | Sell |
10,872
-197
| -2% | -$27.5K | 0.07% | 56 |
|
|
2018
Q1 | $1.7M | Buy |
11,069
+131
| +1% | +$20.1K | 0.13% | 30 |
|
|
2017
Q4 | $1.68M | Buy |
10,938
+117
| +1% | +$17.9K | 0.13% | 26 |
|
|
2017
Q3 | $1.57M | Sell |
10,821
-1,685
| -13% | -$244K | 0.13% | 25 |
|
|
2017
Q2 | $1.92M | Buy |
12,506
+2,307
| +23% | +$355K | 0.17% | 20 |
|
|
2017
Q1 | $1.78M | Buy |
10,199
+1,744
| +21% | +$304K | 0.17% | 20 |
|
|
2016
Q4 | $1.4M | Sell |
8,455
-284
| -3% | -$47.1K | 0.14% | 24 |
|
|
2016
Q3 | $1.39M | Buy |
8,739
+106
| +1% | +$16.8K | 0.15% | 22 |
|
|
2016
Q2 | $1.31M | Sell |
8,633
-329
| -4% | -$49.9K | 0.15% | 26 |
|
|
2016
Q1 | $1.36M | Buy |
8,962
+623
| +7% | +$94.3K | 0.17% | 31 |
|
|
2015
Q4 | $1.15M | Sell |
8,339
-1,063
| -11% | -$146K | 0.21% | 32 |
|
|
2015
Q3 | $1.36M | Sell |
9,402
-245
| -3% | -$35.5K | 0.48% | 21 |
|
|
2015
Q2 | $1.57M | Sell |
9,647
-140
| -1% | -$22.8K | 0.56% | 20 |
|
|
2015
Q1 | $1.57M | Sell |
9,787
-364
| -4% | -$58.4K | 0.58% | 16 |
|
|
2014
Q4 | $1.63M | Sell |
10,151
-108
| -1% | -$17.3K | 0.62% | 15 |
|
|
2014
Q3 | $1.94M | Buy |
10,259
+3,809
| +59% | +$722K | 0.76% | 14 |
|
|
2014
Q2 | $1.17M | Sell |
6,450
-85
| -1% | -$15.4K | 0.53% | 14 |
|
|
2014
Q1 | $1.26M | Buy |
6,535
+19
| +0.3% | +$3.66K | 0.55% | 14 |
|
|
2013
Q4 | $1.22M | Sell |
6,516
-1,408
| -18% | -$264K | 0.6% | 12 |
|
|
2013
Q3 | $1.47M | Sell |
7,924
-39
| -0.5% | -$7.22K | 0.76% | 13 |
|
|
2013
Q2 | $1.52M | Buy |
+7,963
| New | +$1.52M | 0.85% | 12 |
|