American Trust Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.32M | Sell |
24,841
-6,445
| -21% | -$1.9M | 3.7% | 6 |
|
|
2025
Q1 | $7.78M | Sell |
31,286
-3,470
| -10% | -$863K | 3.25% | 4 |
|
|
2024
Q4 | $7.64M | Buy |
34,756
+911
| +3% | +$200K | 3.13% | 5 |
|
|
2024
Q3 | $7.48M | Sell |
33,845
-2,468
| -7% | -$546K | 3.06% | 7 |
|
|
2024
Q2 | $6.28M | Buy |
36,313
+510
| +1% | +$88.2K | 3.05% | 9 |
|
|
2024
Q1 | $6.84M | Sell |
35,803
-598
| -2% | -$114K | 3.26% | 7 |
|
|
2023
Q4 | $5.95M | Buy |
36,401
+305
| +0.8% | +$49.9K | 3.09% | 5 |
|
|
2023
Q3 | $5.06M | Buy |
36,096
+1,870
| +5% | +$262K | 2.8% | 8 |
|
|
2023
Q2 | $4.58M | Buy |
34,226
+400
| +1% | +$53.5K | 2.56% | 9 |
|
|
2023
Q1 | $4.43M | Buy |
33,826
+275
| +0.8% | +$36.1K | 2.67% | 8 |
|
|
2022
Q4 | $4.73M | Sell |
33,551
-115
| -0.3% | -$16.2K | 3% | 7 |
|
|
2022
Q3 | $4M | Buy |
33,666
+90
| +0.3% | +$10.7K | 2.57% | 12 |
|
|
2022
Q2 | $4.74M | Sell |
33,576
-110
| -0.3% | -$15.5K | 2.97% | 6 |
|
|
2022
Q1 | $4.38M | Buy |
33,686
+254
| +0.8% | +$33K | 2.25% | 13 |
|
|
2021
Q4 | $4.47M | Buy |
+33,432
| New | +$4.47M | 2.22% | 16 |
|