AFCM
Applied Finance Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.7M | Sell |
131,337
-26,131
| -17% | -$7.7M | 2.65% | 7 |
|
|
2025
Q1 | $39.2M | Sell |
157,468
-133,486
| -46% | -$33.2M | 2.88% | 3 |
|
|
2024
Q4 | $64M | Sell |
290,954
-52,897
| -15% | -$11.6M | 2.78% | 5 |
|
|
2024
Q3 | $76M | Buy |
343,851
+23,421
| +7% | +$5.18M | 3.25% | 2 |
|
|
2024
Q2 | $55.4M | Buy |
320,430
+70,646
| +28% | +$12.2M | 2.56% | 8 |
|
|
2024
Q1 | $47.7M | Buy |
249,784
+29,116
| +13% | +$5.56M | 3.35% | 2 |
|
|
2023
Q4 | $36.1M | Buy |
220,668
+9,512
| +5% | +$1.56M | 3.14% | 3 |
|
|
2023
Q3 | $29.6M | Buy |
211,156
+25,694
| +14% | +$3.6M | 3.22% | 3 |
|
|
2023
Q2 | $24.8M | Sell |
185,462
-904
| -0.5% | -$121K | 2.81% | 8 |
|
|
2023
Q1 | $24.4M | Sell |
186,366
-13,110
| -7% | -$1.72M | 3.04% | 6 |
|
|
2022
Q4 | $28.1M | Buy |
+199,476
| New | +$28.1M | 3.66% | 2 |
|