Arax Advisory Partners’s IBM IBM Stock Holding History

Arax Advisory Partners’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.2M	Buy	10,036 +1,025	+11%	+$327K	0.15%	113
2025 Q1	$2.24M	Sell	9,011 -348	-4%	-$86.5K	0.14%	108
2024 Q4	$2.06M	Buy	9,359 +2,265	+32%	+$498K	0.13%	106
2024 Q3	$1.57M	Sell	7,094 -520	-7%	-$115K	0.14%	82
2024 Q2	$1.32M	Sell	7,614 -51	-0.7%	-$8.82K	0.13%	93
2024 Q1	$1.46M	Buy	7,665 +145	+2%	+$27.7K	0.15%	79
2023 Q4	$1.23M	Sell	7,520 -84	-1%	-$13.7K	0.14%	85
2023 Q3	$1.07M	Sell	7,604 -800	-10%	-$112K	0.13%	88
2023 Q2	$1.12M	Buy	8,404 +145	+2%	+$19.4K	0.14%	72
2023 Q1	$1.08M	Buy	8,259 +28	+0.3%	+$3.67K	0.14%	73
2022 Q4	$1.16M	Sell	8,231 -1,276	-13%	-$180K	0.16%	67
2022 Q3	$1.13M	Sell	9,507 -408	-4%	-$48.5K	0.18%	63
2022 Q2	$1.4M	Buy	9,915 +10	+0.1%	+$1.41K	0.21%	56
2022 Q1	$1.29M	Buy	9,905 +10	+0.1%	+$1.3K	0.17%	63
2021 Q4	$1.32M	Buy	9,895 +18	+0.2%	+$2.41K	0.17%	60
2021 Q3	$1.31M	Buy	9,877 +5,981	+154%	+$794K	0.18%	57
2021 Q2	$546K	Buy	+3,896	New	+$546K	0.07%	96
2020 Q4	$431K	Sell	3,586 -19	-0.5%	-$2.28K	0.06%	99
2020 Q3	$419K	Sell	3,605 -210	-6%	-$24.4K	0.07%	94
2020 Q2	$440K	Buy	3,815 +435	+13%	+$50.2K	0.08%	86
2020 Q1	$358K	Sell	3,380 -470	-12%	-$49.8K	0.08%	90
2019 Q4	$493K	Sell	3,850 -53	-1%	-$6.79K	0.14%	68
2019 Q3	$543K	Buy	3,903 +4	+0.1%	+$556	0.16%	64
2019 Q2	$514K	Buy	+3,899	New	+$514K	0.17%	62
2018 Q4	$412K	Buy	3,796 +5	+0.1%	+$543	0.16%	70
2018 Q3	$548K	Buy	3,791 +612	+19%	+$88.5K	0.22%	56
2018 Q2	$424K	Sell	3,179 -85	-3%	-$11.3K	0.19%	57
2018 Q1	$478K	Sell	3,264 -441	-12%	-$64.6K	0.25%	44
2017 Q4	$543K	Buy	3,705 +997	+37%	+$146K	0.24%	36
2017 Q3	$375K	Sell	2,708 -705	-21%	-$97.6K	0.18%	46
2017 Q2	$502K	Buy	3,413 +1,081	+46%	+$159K	0.24%	33
2017 Q1	$388K	Buy	2,332 +241	+12%	+$40.1K	0.19%	39
2016 Q4	$332K	Buy	+2,091	New	+$332K	0.17%	36