American Trust Investment Advisors’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.68M Sell
2025
Q2
$7.32M Sell
2025
Q1
$7.78M Sell
2024
Q4
$7.64M Buy
2024
Q3
$7.48M Sell
2024
Q2
$6.28M Buy
2024
Q1
$6.84M Sell
2023
Q4
$5.95M Buy
2023
Q3
$5.06M Buy
2023
Q2
$4.58M Buy
2023
Q1
$4.43M Buy
2022
Q4
$4.73M Sell
2022
Q3
$4M Buy
2022
Q2
$4.74M Sell
2022
Q1
$4.38M Buy
2021
Q4
$4.47M Buy