Astoria Portfolio Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
1,136
-102
| -8% | -$26.6K | 0.08% | 192 |
|
|
2025
Q1 | $304K | Sell |
1,238
-1,703
| -58% | -$418K | 0.1% | 166 |
|
|
2024
Q4 | $640K | Sell |
2,941
-75
| -2% | -$16.3K | 0.23% | 90 |
|
|
2024
Q3 | $703K | Buy |
3,016
+132
| +5% | +$30.8K | 0.24% | 72 |
|
|
2024
Q2 | $499K | Buy |
2,884
+539
| +23% | +$93.2K | 0.18% | 85 |
|
|
2024
Q1 | $425K | Sell |
2,345
-80
| -3% | -$14.5K | 0.16% | 94 |
|
|
2023
Q4 | $445K | Buy |
+2,425
| New | +$445K | 0.18% | 90 |
|
|
2023
Q1 | – | Sell |
-2,384
| Closed | -$337K | – | 201 |
|
|
2022
Q4 | $337K | Buy |
+2,384
| New | +$337K | 0.16% | 129 |
|