AGC
Aspen Grove Capital’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.59M | Buy |
29,149
+241
| +0.8% | +$71K | 1.46% | 17 |
|
|
2025
Q1 | $7.19M | Buy |
28,908
+110
| +0.4% | +$27.4K | 1.38% | 15 |
|
|
2024
Q4 | $6.33M | Buy |
28,798
+52
| +0.2% | +$11.4K | 1.34% | 16 |
|
|
2024
Q3 | $6.36M | Sell |
28,746
-1
| -0% | -$221 | 1.4% | 13 |
|
|
2024
Q2 | $4.97M | Buy |
28,747
+6
| +0% | +$1.04K | 1.17% | 16 |
|
|
2024
Q1 | $5.49M | Sell |
28,741
-12,706
| -31% | -$2.43M | 1.55% | 15 |
|
|
2023
Q4 | $6.78M | Buy |
41,447
+138
| +0.3% | +$22.6K | 2.06% | 10 |
|
|
2023
Q3 | $5.8M | Sell |
41,309
-11,046
| -21% | -$1.55M | 2.15% | 11 |
|
|
2023
Q2 | $7.01M | Buy |
52,355
+138
| +0.3% | +$18.5K | 2.27% | 9 |
|
|
2023
Q1 | $6.85M | Buy |
52,217
+28
| +0.1% | +$3.67K | 2.99% | 8 |
|
|
2022
Q4 | $7.35M | Buy |
+52,189
| New | +$7.35M | 3.4% | 6 |
|