Ameritas Advisory Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.34M | Sell |
7,935
-5,403
| -41% | -$1.59M | 0.12% | 166 |
|
2025
Q1 | $3.11M | Buy |
13,338
+593
| +5% | +$138K | 0.13% | 165 |
|
2024
Q4 | $2.8M | Sell |
12,745
-167
| -1% | -$36.7K | 0.1% | 196 |
|
2024
Q3 | $2.85M | Sell |
12,912
-2,447
| -16% | -$541K | 0.12% | 171 |
|
2024
Q2 | $2.66M | Buy |
15,359
+4,240
| +38% | +$733K | 0.1% | 203 |
|
2024
Q1 | $1.95M | Sell |
11,119
-156
| -1% | -$27.4K | 0.08% | 239 |
|
2023
Q4 | $1.99M | Buy |
11,275
+349
| +3% | +$61.6K | 0.11% | 179 |
|
2023
Q3 | $1.53M | Buy |
10,926
+5,707
| +109% | +$800K | 0.08% | 246 |
|
2023
Q2 | $689K | Sell |
5,219
-3,669
| -41% | -$485K | 0.09% | 232 |
|
2023
Q1 | $1.14M | Sell |
8,888
-3,919
| -31% | -$503K | 0.06% | 296 |
|
2022
Q4 | $1.8M | Buy |
12,807
+3,045
| +31% | +$429K | 0.08% | 237 |
|
2022
Q3 | $1.16M | Buy |
9,762
+52
| +0.5% | +$6.18K | 0.07% | 251 |
|
2022
Q2 | $1.37M | Sell |
9,710
-193
| -2% | -$27.3K | 0.08% | 242 |
|
2022
Q1 | $1.29M | Buy |
9,903
+705
| +8% | +$91.7K | 0.05% | 286 |
|
2021
Q4 | $1.23M | Buy |
+9,198
| New | +$1.23M | 0.04% | 302 |
|