Archford Capital Strategies’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
7,018
-1,970
| -22% | -$581K | 0.26% | 89 |
|
|
2025
Q1 | $2.24M | Buy |
8,988
+289
| +3% | +$71.9K | 0.33% | 86 |
|
|
2024
Q4 | $1.91M | Sell |
8,699
-16
| -0.2% | -$3.52K | 0.29% | 85 |
|
|
2024
Q3 | $2.05M | Sell |
8,715
-641
| -7% | -$151K | 0.31% | 82 |
|
|
2024
Q2 | $1.62M | Sell |
9,356
-541
| -5% | -$93.6K | 0.26% | 92 |
|
|
2024
Q1 | $1.89M | Sell |
9,897
-535
| -5% | -$102K | 0.32% | 85 |
|
|
2023
Q4 | $1.71M | Buy |
10,432
+152
| +1% | +$24.9K | 0.31% | 87 |
|
|
2023
Q3 | $1.44M | Buy |
10,280
+1,407
| +16% | +$197K | 0.29% | 89 |
|
|
2023
Q2 | $1.24M | Buy |
8,873
+1,591
| +22% | +$222K | 0.23% | 106 |
|
|
2023
Q1 | $962K | Buy |
7,282
+326
| +5% | +$43.1K | 0.2% | 119 |
|
|
2022
Q4 | $980K | Buy |
6,956
+669
| +11% | +$94.3K | 0.23% | 108 |
|
|
2022
Q3 | $747K | Buy |
6,287
+86
| +1% | +$10.2K | 0.19% | 123 |
|
|
2022
Q2 | $876K | Buy |
6,201
+810
| +15% | +$114K | 0.22% | 110 |
|
|
2022
Q1 | $695K | Buy |
5,391
+1,115
| +26% | +$144K | 0.15% | 149 |
|
|
2021
Q4 | $572K | Buy |
4,276
+911
| +27% | +$122K | 0.13% | 170 |
|
|
2021
Q3 | $447K | Buy |
3,365
+146
| +5% | +$19.4K | 0.11% | 206 |
|
|
2021
Q2 | $451K | Sell |
3,219
-65
| -2% | -$9.11K | 0.11% | 189 |
|
|
2021
Q1 | $416K | Sell |
3,284
-9,516
| -74% | -$1.21M | 0.11% | 198 |
|
|
2020
Q4 | $1.57M | Buy |
12,800
+383
| +3% | +$47.1K | 0.36% | 86 |
|
|
2020
Q3 | $1.44M | Buy |
12,417
+41
| +0.3% | +$4.77K | 0.39% | 79 |
|
|
2020
Q2 | $1.43M | Buy |
12,376
+61
| +0.5% | +$7.04K | 0.43% | 68 |
|
|
2020
Q1 | $1.31M | Buy |
12,315
+367
| +3% | +$38.9K | 0.51% | 61 |
|
|
2019
Q4 | $1.53M | Buy |
11,948
+43
| +0.4% | +$5.51K | 0.53% | 54 |
|
|
2019
Q3 | $1.66M | Buy |
11,905
+82
| +0.7% | +$11.4K | 0.62% | 46 |
|
|
2019
Q2 | $1.56M | Buy |
11,823
+30
| +0.3% | +$3.96K | 0.57% | 46 |
|
|
2019
Q1 | $1.59M | Sell |
11,793
-249
| -2% | -$33.6K | 0.59% | 44 |
|
|
2018
Q4 | $1.31M | Sell |
12,042
-3,289
| -21% | -$358K | 0.53% | 49 |
|
|
2018
Q3 | $2.22M | Sell |
15,331
-1,355
| -8% | -$196K | 0.81% | 28 |
|
|
2018
Q2 | $2.23M | Sell |
16,686
-992
| -6% | -$132K | 0.78% | 29 |
|
|
2018
Q1 | $2.59M | Hold |
17,678
| – | – | 1.08% | 27 |
|
|
2017
Q4 | $2.59M | Buy |
17,678
+3,082
| +21% | +$452K | 0.97% | 27 |
|
|
2017
Q3 | $2.02M | Buy |
14,596
+831
| +6% | +$115K | 0.76% | 39 |
|
|
2017
Q2 | $2.02M | Buy |
13,765
+355
| +3% | +$52.2K | 0.8% | 35 |
|
|
2017
Q1 | $2.24M | Buy |
13,410
+2,019
| +18% | +$337K | 0.84% | 29 |
|
|
2016
Q4 | $1.81M | Buy |
11,391
+902
| +9% | +$143K | 0.76% | 35 |
|
|
2016
Q3 | $1.59M | Buy |
10,489
+5,812
| +124% | +$882K | 0.66% | 43 |
|
|
2016
Q2 | $679K | Sell |
4,677
-2,298
| -33% | -$334K | 0.36% | 90 |
|
|
2016
Q1 | $1.01M | Buy |
6,975
+3,084
| +79% | +$447K | 0.48% | 67 |
|
|
2015
Q4 | $572K | Buy |
3,891
+2,819
| +263% | +$414K | 0.26% | 125 |
|
|
2015
Q3 | $149K | Buy |
1,072
+98
| +10% | +$13.6K | 0.11% | 127 |
|
|
2015
Q2 | $151K | Hold |
974
| – | – | 0.11% | 127 |
|
|
2015
Q1 | $149K | Hold |
974
| – | – | 0.1% | 129 |
|
|
2014
Q4 | $149K | Sell |
974
-19
| -2% | -$2.91K | 0.11% | 129 |
|
|
2014
Q3 | $180K | Hold |
993
| – | – | 0.14% | 125 |
|
|
2014
Q2 | $172K | Hold |
993
| – | – | 0.13% | 125 |
|
|
2014
Q1 | $183K | Buy |
+993
| New | +$183K | 0.15% | 122 |
|