Aufman Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+729
| New | +$215K | 0.13% | 60 |
|
|
2020
Q3 | – | Sell |
-1,829
| Closed | -$211K | – | 40 |
|
|
2020
Q2 | $211K | Buy |
+1,829
| New | +$211K | 0.24% | 35 |
|
|
2020
Q1 | – | Sell |
-1,849
| Closed | -$237K | – | 38 |
|
|
2019
Q4 | $237K | Buy |
+1,849
| New | +$237K | 0.24% | 36 |
|