AIA
Arbor Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
1,066
| – | – | 0.04% | 81 |
|
|
2025
Q1 | $265K | Buy |
+1,066
| New | +$265K | 0.04% | 92 |
|
|
2024
Q4 | – | Sell |
-1,950
| Closed | -$431K | – | 113 |
|
|
2024
Q3 | $431K | Buy |
+1,950
| New | +$431K | 0.06% | 70 |
|
|
2024
Q2 | – | Sell |
-1,950
| Closed | -$372K | – | 106 |
|
|
2024
Q1 | $372K | Hold |
1,950
| – | – | 0.05% | 71 |
|
|
2023
Q4 | $319K | Sell |
1,950
-1,001
| -34% | -$164K | 0.05% | 75 |
|
|
2023
Q3 | $414K | Hold |
2,951
| – | – | 0.07% | 58 |
|
|
2023
Q2 | $395K | Hold |
2,951
| – | – | 0.07% | 62 |
|
|
2023
Q1 | $387K | Hold |
2,951
| – | – | 0.07% | 63 |
|
|
2022
Q4 | $416K | Buy |
2,951
+946
| +47% | +$133K | 0.09% | 61 |
|
|
2022
Q3 | $238K | Sell |
2,005
-1,212
| -38% | -$144K | 0.06% | 67 |
|
|
2022
Q2 | $454K | Sell |
3,217
-182
| -5% | -$25.7K | 0.1% | 57 |
|
|
2022
Q1 | $442K | Buy |
3,399
+114
| +3% | +$14.8K | 0.08% | 63 |
|
|
2021
Q4 | $439K | Sell |
3,285
-24
| -0.7% | -$3.21K | 0.08% | 61 |
|
|
2021
Q3 | $460K | Hold |
3,309
| – | – | 0.09% | 61 |
|
|
2021
Q2 | $485K | Hold |
3,309
| – | – | 0.1% | 62 |
|
|
2021
Q1 | $441K | Hold |
3,309
| – | – | 0.1% | 63 |
|
|
2020
Q4 | $417K | Hold |
3,309
| – | – | 0.1% | 58 |
|
|
2020
Q3 | $403K | Hold |
3,309
| – | – | 0.11% | 56 |
|
|
2020
Q2 | $400K | Hold |
3,309
| – | – | 0.11% | 55 |
|
|
2020
Q1 | $367K | Hold |
3,309
| – | – | 0.12% | 49 |
|
|
2019
Q4 | $444K | Sell |
3,309
-376
| -10% | -$50.5K | 0.13% | 52 |
|
|
2019
Q3 | $536K | Buy |
3,685
+1,532
| +71% | +$223K | 0.16% | 45 |
|
|
2019
Q2 | $297K | Hold |
2,153
| – | – | 0.09% | 63 |
|
|
2019
Q1 | $304K | Hold |
2,153
| – | – | 0.1% | 60 |
|
|
2018
Q4 | $245K | Hold |
2,153
| – | – | 0.09% | 49 |
|
|
2018
Q3 | $326K | Sell |
2,153
-143
| -6% | -$21.7K | 0.12% | 43 |
|
|
2018
Q2 | $321K | Hold |
2,296
| – | – | 0.13% | 40 |
|
|
2018
Q1 | $352K | Hold |
2,296
| – | – | 0.15% | 35 |
|
|
2017
Q4 | $352K | Hold |
2,296
| – | – | 0.15% | 35 |
|
|
2017
Q3 | $333K | Sell |
2,296
-43
| -2% | -$6.24K | 0.16% | 35 |
|
|
2017
Q2 | $360K | Buy |
2,339
+43
| +2% | +$6.62K | 0.18% | 31 |
|
|
2017
Q1 | $400K | Sell |
2,296
-400
| -15% | -$69.7K | 0.2% | 29 |
|
|
2016
Q4 | $448K | Hold |
2,696
| – | – | 0.24% | 28 |
|
|
2016
Q3 | $428K | Sell |
2,696
-35
| -1% | -$5.56K | 0.23% | 25 |
|
|
2016
Q2 | $415K | Sell |
2,731
-90
| -3% | -$13.7K | 0.24% | 26 |
|
|
2016
Q1 | $427K | Hold |
2,821
| – | – | 0.26% | 24 |
|
|
2015
Q4 | $388K | Sell |
2,821
-22
| -0.8% | -$3.03K | 0.23% | 25 |
|
|
2015
Q3 | $412K | Buy |
2,843
+90
| +3% | +$13K | 0.26% | 27 |
|
|
2015
Q2 | $448K | Sell |
2,753
-59
| -2% | -$9.6K | 0.25% | 26 |
|
|
2015
Q1 | $451K | Hold |
2,812
| – | – | 0.25% | 28 |
|
|
2014
Q4 | $451K | Buy |
2,812
+46
| +2% | +$7.38K | 0.25% | 29 |
|
|
2014
Q3 | $525K | Sell |
2,766
-43
| -2% | -$8.16K | 0.29% | 27 |
|
|
2014
Q2 | $509K | Sell |
2,809
-134
| -5% | -$24.3K | 0.27% | 29 |
|
|
2014
Q1 | $566K | Hold |
2,943
| – | – | 0.32% | 27 |
|
|
2013
Q4 | $552K | Buy |
2,943
+115
| +4% | +$21.6K | 0.33% | 27 |
|
|
2013
Q3 | $524K | Buy |
2,828
+66
| +2% | +$12.2K | 0.34% | 28 |
|
|
2013
Q2 | $528K | Buy |
+2,762
| New | +$528K | 0.37% | 23 |
|