AIFAIM
American Institute for Advanced Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Hold |
1,539
| – | – | 0.32% | 85 |
|
|
2025
Q1 | $383K | Sell |
1,539
-40
| -3% | -$9.95K | 0.29% | 89 |
|
|
2024
Q4 | $347K | Hold |
1,579
| – | – | 0.26% | 95 |
|
|
2024
Q3 | $349K | Hold |
1,579
| – | – | 0.25% | 100 |
|
|
2024
Q2 | $273K | Sell |
1,579
-475
| -23% | -$82.2K | 0.21% | 112 |
|
|
2024
Q1 | $392K | Buy |
2,054
+475
| +30% | +$90.7K | 0.31% | 89 |
|
|
2023
Q4 | $258K | Sell |
1,579
-100
| -6% | -$16.4K | 0.23% | 99 |
|
|
2023
Q3 | $236K | Sell |
1,679
-13
| -0.8% | -$1.82K | 0.22% | 104 |
|
|
2023
Q2 | $226K | Buy |
+1,692
| New | +$226K | 0.2% | 108 |
|