AA
Auxano Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Sell |
3,319
-46
| -1% | -$13.6K | 0.23% | 60 |
|
|
2025
Q1 | $837K | Sell |
3,365
-71
| -2% | -$17.7K | 0.22% | 68 |
|
|
2024
Q4 | $755K | Sell |
3,436
-35
| -1% | -$7.7K | 0.19% | 76 |
|
|
2024
Q3 | $767K | Buy |
3,471
+208
| +6% | +$46K | 0.2% | 83 |
|
|
2024
Q2 | $564K | Sell |
3,263
-2
| -0.1% | -$346 | 0.16% | 91 |
|
|
2024
Q1 | $624K | Sell |
3,265
-133
| -4% | -$25.4K | 0.18% | 85 |
|
|
2023
Q4 | $556K | Buy |
3,398
+156
| +5% | +$25.5K | 0.19% | 82 |
|
|
2023
Q3 | $455K | Buy |
3,242
+274
| +9% | +$38.4K | 0.19% | 66 |
|
|
2023
Q2 | $389K | Hold |
2,968
| – | – | 0.16% | 71 |
|
|
2023
Q1 | $389K | Sell |
2,968
-8
| -0.3% | -$1.05K | 0.16% | 71 |
|
|
2022
Q4 | $419K | Hold |
2,976
| – | – | 0.19% | 63 |
|
|
2022
Q3 | $354K | Buy |
2,976
+414
| +16% | +$49.2K | 0.16% | 67 |
|
|
2022
Q2 | $362K | Sell |
2,562
-4
| -0.2% | -$565 | 0.18% | 55 |
|
|
2022
Q1 | $334K | Buy |
2,566
+549
| +27% | +$71.5K | 0.14% | 57 |
|
|
2021
Q4 | $270K | Buy |
2,017
+545
| +37% | +$73K | 0.12% | 61 |
|
|
2021
Q3 | $205K | Buy |
1,472
+58
| +4% | +$8.08K | 0.09% | 64 |
|
|
2021
Q2 | $207K | Buy |
+1,414
| New | +$207K | 0.09% | 65 |
|