Arlington Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
774
-1,471
| -66% | -$434K | 0.04% | 79 |
|
|
2025
Q1 | $558K | Buy |
+2,245
| New | +$558K | 0.1% | 72 |
|
|
2019
Q4 | – | Sell |
-1,838
| Closed | -$256K | – | 57 |
|
|
2019
Q3 | $256K | Hold |
1,838
| – | – | 0.15% | 48 |
|
|
2019
Q2 | $242K | Hold |
1,838
| – | – | 0.14% | 49 |
|
|
2019
Q1 | $248K | Sell |
1,838
-314
| -15% | -$42.4K | 0.14% | 51 |
|
|
2018
Q4 | $234K | Buy |
2,152
+313
| +17% | +$34K | 0.1% | 72 |
|
|
2018
Q3 | $217K | Sell |
1,839
-40
| -2% | -$4.72K | 0.13% | 53 |
|
|
2018
Q2 | $260K | Sell |
1,879
-16
| -0.8% | -$2.21K | 0.15% | 53 |
|
|
2018
Q1 | $281K | Sell |
1,895
-116
| -6% | -$17.2K | 0.18% | 48 |
|
|
2017
Q4 | $319K | Buy |
+2,011
| New | +$319K | 0.15% | 47 |
|