AM Investment Strategies’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
2,471
+13
| +0.5% | +$3.83K | 0.17% | 65 |
|
|
2025
Q1 | $611K | Buy |
2,458
+2
| +0.1% | +$497 | 0.15% | 64 |
|
|
2024
Q4 | $540K | Buy |
2,456
+67
| +3% | +$14.7K | 0.13% | 69 |
|
|
2024
Q3 | $528K | Buy |
2,389
+8
| +0.3% | +$1.77K | 0.13% | 65 |
|
|
2024
Q2 | $412K | Buy |
2,381
+15
| +0.6% | +$2.6K | 0.1% | 75 |
|
|
2024
Q1 | $452K | Buy |
2,366
+8
| +0.3% | +$1.53K | 0.11% | 73 |
|
|
2023
Q4 | $386K | Buy |
2,358
+3
| +0.1% | +$491 | 0.11% | 74 |
|
|
2023
Q3 | $330K | Buy |
2,355
+748
| +47% | +$105K | 0.11% | 69 |
|
|
2023
Q2 | $215K | Sell |
1,607
-11
| -0.7% | -$1.47K | 0.07% | 92 |
|
|
2023
Q1 | $212K | Buy |
1,618
+3
| +0.2% | +$393 | 0.07% | 85 |
|
|
2022
Q4 | $227K | Buy |
+1,615
| New | +$227K | 0.08% | 83 |
|
|
2022
Q3 | – | Sell |
-1,595
| Closed | -$225K | – | 96 |
|
|
2022
Q2 | $225K | Buy |
1,595
+3
| +0.2% | +$423 | 0.08% | 86 |
|
|
2022
Q1 | $207K | Buy |
+1,592
| New | +$207K | 0.05% | 102 |
|