AAS
Annex Advisory Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Buy |
15,727
+3,348
| +27% | +$987K | 0.11% | 90 |
|
|
2025
Q1 | $3.08M | Buy |
12,379
+11,081
| +854% | +$2.76M | 0.09% | 101 |
|
|
2024
Q4 | $285K | Sell |
1,298
-314
| -19% | -$69K | 0.01% | 257 |
|
|
2024
Q3 | $356K | Sell |
1,612
-101
| -6% | -$22.3K | 0.01% | 216 |
|
|
2024
Q2 | $296K | Buy |
1,713
+287
| +20% | +$49.7K | 0.01% | 226 |
|
|
2024
Q1 | $272K | Sell |
1,426
-166
| -10% | -$31.7K | 0.01% | 238 |
|
|
2023
Q4 | $260K | Sell |
1,592
-2,731
| -63% | -$447K | 0.01% | 230 |
|
|
2023
Q3 | $607K | Buy |
4,323
+49
| +1% | +$6.88K | 0.04% | 132 |
|
|
2023
Q2 | $572K | Buy |
4,274
+21
| +0.5% | +$2.81K | 0.03% | 136 |
|
|
2023
Q1 | $558K | Sell |
4,253
-43
| -1% | -$5.64K | 0.03% | 133 |
|
|
2022
Q4 | $605K | Sell |
4,296
-550
| -11% | -$77.5K | 0.03% | 134 |
|
|
2022
Q3 | $576K | Sell |
4,846
-12
| -0.2% | -$1.43K | 0.04% | 137 |
|
|
2022
Q2 | $686K | Buy |
4,858
+3,154
| +185% | +$445K | 0.05% | 141 |
|
|
2022
Q1 | $221K | Buy |
1,704
+23
| +1% | +$2.98K | 0.02% | 232 |
|
|
2021
Q4 | $225K | Sell |
1,681
-23,672
| -93% | -$3.17M | 0.02% | 225 |
|
|
2021
Q3 | $3.52M | Buy |
25,353
+1,862
| +8% | +$259K | 0.29% | 60 |
|
|
2021
Q2 | $3.47M | Buy |
23,491
+9,988
| +74% | +$1.48M | 0.28% | 60 |
|
|
2021
Q1 | $1.8M | Sell |
13,503
-29
| -0.2% | -$3.87K | 0.17% | 84 |
|
|
2020
Q4 | $1.7M | Buy |
+13,532
| New | +$1.7M | 0.17% | 83 |
|
|
2020
Q1 | – | Sell |
-1,656
| Closed | -$222K | – | 132 |
|
|
2019
Q4 | $222K | Hold |
1,656
| – | – | 0.03% | 121 |
|
|
2019
Q3 | $241K | Buy |
+1,656
| New | +$241K | 0.03% | 114 |
|
|
2018
Q4 | – | Sell |
-1,497
| Closed | -$226K | – | 133 |
|
|
2018
Q3 | $226K | Sell |
1,497
-8,980
| -86% | -$1.36M | 0.03% | 118 |
|
|
2018
Q2 | $1.46M | Buy |
10,477
+447
| +4% | +$62.5K | 0.25% | 47 |
|
|
2018
Q1 | $1.54M | Buy |
10,030
+7,986
| +391% | +$1.23M | 0.28% | 40 |
|
|
2017
Q4 | $314K | Sell |
2,044
-16
| -0.8% | -$2.46K | 0.06% | 91 |
|
|
2017
Q3 | $299K | Sell |
2,060
-200
| -9% | -$29K | 0.06% | 98 |
|
|
2017
Q2 | $348K | Buy |
2,260
+30
| +1% | +$4.62K | 0.08% | 89 |
|
|
2017
Q1 | $388K | Buy |
2,230
+396
| +22% | +$68.9K | 0.1% | 81 |
|
|
2016
Q4 | $304K | Buy |
1,834
+26
| +1% | +$4.31K | 0.07% | 90 |
|
|
2016
Q3 | $287K | Buy |
1,808
+149
| +9% | +$23.7K | 0.07% | 90 |
|
|
2016
Q2 | $252K | Sell |
1,659
-300
| -15% | -$45.6K | 0.07% | 94 |
|
|
2016
Q1 | $297K | Sell |
1,959
-83
| -4% | -$12.6K | 0.08% | 89 |
|
|
2015
Q4 | $281K | Sell |
2,042
-776
| -28% | -$107K | 0.08% | 95 |
|
|
2015
Q3 | $409K | Sell |
2,818
-339
| -11% | -$49.2K | 0.13% | 77 |
|
|
2015
Q2 | $514K | Buy |
3,157
+405
| +15% | +$65.9K | 0.16% | 41 |
|
|
2015
Q1 | $442K | Buy |
2,752
+56
| +2% | +$8.99K | 0.14% | 46 |
|
|
2014
Q4 | $433K | Sell |
2,696
-16
| -0.6% | -$2.57K | 0.14% | 43 |
|
|
2014
Q3 | $515K | Sell |
2,712
-83
| -3% | -$15.8K | 0.17% | 36 |
|
|
2014
Q2 | $507K | Sell |
2,795
-100
| -3% | -$18.1K | 0.17% | 38 |
|
|
2014
Q1 | $557K | Buy |
2,895
+1,324
| +84% | +$255K | 0.21% | 37 |
|
|
2013
Q4 | $295K | Sell |
1,571
-349
| -18% | -$65.5K | 0.11% | 63 |
|
|
2013
Q3 | $356K | Buy |
1,920
+81
| +4% | +$15K | 0.17% | 62 |
|
|
2013
Q2 | $352K | Buy |
+1,839
| New | +$352K | 0.19% | 65 |
|