AAMC
Asset Allocation & Management Company’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $267K | Hold |
906
| – | – | 0.12% | 75 |
|
2025
Q1 | $225K | Buy |
+906
| New | +$225K | 0.11% | 84 |
|
2024
Q4 | – | Sell |
-906
| Closed | -$200K | – | 85 |
|
2024
Q3 | $200K | Buy |
+906
| New | +$200K | 0.13% | 44 |
|
2020
Q4 | – | Sell |
-3,670
| Closed | -$447K | – | 38 |
|
2020
Q3 | $447K | Hold |
3,670
| – | – | 0.21% | 31 |
|
2020
Q2 | $443K | Hold |
3,670
| – | – | 0.22% | 29 |
|
2020
Q1 | $407K | Buy |
3,670
+1,053
| +40% | +$117K | 0.2% | 35 |
|
2019
Q4 | $351K | Buy |
+2,617
| New | +$351K | 0.13% | 46 |
|