AIS
American Investment Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Sell |
14,247
-1,490
| -9% | -$439K | 1.07% | 24 |
|
|
2025
Q1 | $3.91M | Sell |
15,737
-787
| -5% | -$196K | 0.69% | 37 |
|
|
2024
Q4 | $3.63M | Sell |
16,524
-4,801
| -23% | -$1.06M | 0.64% | 38 |
|
|
2024
Q3 | $4.71M | Buy |
21,325
+3,430
| +19% | +$758K | 0.79% | 34 |
|
|
2024
Q2 | $3.09M | Buy |
17,895
+2,755
| +18% | +$476K | 0.55% | 42 |
|
|
2024
Q1 | $2.89M | Sell |
15,140
-13,887
| -48% | -$2.65M | 0.51% | 48 |
|
|
2023
Q4 | $4.75M | Sell |
29,027
-12,552
| -30% | -$2.05M | 0.9% | 30 |
|
|
2023
Q3 | $5.83M | Sell |
41,579
-16,829
| -29% | -$2.36M | 1.25% | 26 |
|
|
2023
Q2 | $7.82M | Sell |
58,408
-45,050
| -44% | -$6.03M | 1.58% | 20 |
|
|
2023
Q1 | $14.6M | Hold |
103,458
| – | – | 3% | 7 |
|
|
2022
Q4 | $14.6M | Sell |
103,458
-16,220
| -14% | -$2.29M | 3% | 7 |
|
|
2022
Q3 | $14.2M | Buy |
119,678
+2,978
| +3% | +$354K | 3.38% | 7 |
|
|
2022
Q2 | $16.5M | Buy |
116,700
+4,349
| +4% | +$614K | 3.75% | 6 |
|
|
2022
Q1 | $14.6M | Sell |
112,351
-827
| -0.7% | -$108K | 3.21% | 8 |
|
|
2021
Q4 | $15.1M | Buy |
113,178
+5,581
| +5% | +$746K | 3.31% | 6 |
|
|
2021
Q3 | $14.9M | Buy |
107,597
+4,696
| +5% | +$652K | 3.35% | 7 |
|
|
2021
Q2 | $15.1M | Sell |
102,901
-525
| -0.5% | -$77K | 3.47% | 7 |
|
|
2021
Q1 | $13.8M | Sell |
103,426
-4,001
| -4% | -$533K | 3.73% | 6 |
|
|
2020
Q4 | $13.5M | Sell |
107,427
-24,893
| -19% | -$3.13M | 4.11% | 6 |
|
|
2020
Q3 | $16.1M | Sell |
132,320
-7,543
| -5% | -$918K | 5.4% | 4 |
|
|
2020
Q2 | $16.9M | Sell |
139,863
-14,689
| -10% | -$1.77M | 5.94% | 3 |
|
|
2020
Q1 | $17.1M | Buy |
154,552
+2,826
| +2% | +$313K | 6.57% | 4 |
|
|
2019
Q4 | $20.3M | Sell |
151,726
-4,077
| -3% | -$546K | 6.15% | 4 |
|
|
2019
Q3 | $22.7M | Buy |
155,803
+1,768
| +1% | +$257K | 7.11% | 4 |
|
|
2019
Q2 | $21.2M | Buy |
154,035
+1,384
| +0.9% | +$191K | 6.74% | 4 |
|
|
2019
Q1 | $21.5M | Buy |
152,651
+20,773
| +16% | +$2.93M | 6.85% | 5 |
|
|
2018
Q4 | $15M | Sell |
131,878
-7,994
| -6% | -$909K | 5.34% | 5 |
|
|
2018
Q3 | $21.2M | Buy |
139,872
+19,006
| +16% | +$2.87M | 7.13% | 4 |
|
|
2018
Q2 | $16.9M | Buy |
120,866
+12,788
| +12% | +$1.79M | 5.83% | 6 |
|
|
2018
Q1 | $16.6M | Buy |
108,078
+4,087
| +4% | +$627K | 5.87% | 5 |
|
|
2017
Q4 | $16M | Buy |
103,991
+13,183
| +15% | +$2.02M | 5.83% | 5 |
|
|
2017
Q3 | $13.2M | Buy |
90,808
+11,715
| +15% | +$1.7M | 5.04% | 6 |
|
|
2017
Q2 | $12.2M | Buy |
79,093
+4,294
| +6% | +$661K | 4.82% | 7 |
|
|
2017
Q1 | $13M | Sell |
74,799
-1,593
| -2% | -$277K | 5.3% | 6 |
|
|
2016
Q4 | $12.7M | Buy |
76,392
+8,763
| +13% | +$1.45M | 5.29% | 6 |
|
|
2016
Q3 | $10.7M | Buy |
67,629
+30,594
| +83% | +$4.86M | 4.47% | 6 |
|
|
2016
Q2 | $5.62M | Buy |
37,035
+6,157
| +20% | +$934K | 2.43% | 9 |
|
|
2016
Q1 | $4.68M | Buy |
30,878
+18,587
| +151% | +$2.81M | 2.29% | 12 |
|
|
2015
Q4 | $1.69M | Buy |
+12,291
| New | +$1.69M | 0.92% | 16 |
|