AT
Avalon Trust’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
954
-266
| -22% | -$78.4K | 0.02% | 121 |
|
|
2025
Q1 | $303K | Buy |
1,220
+166
| +16% | +$41.3K | 0.02% | 113 |
|
|
2024
Q4 | $232K | Hold |
1,054
| – | – | 0.02% | 116 |
|
|
2024
Q3 | $233K | Sell |
1,054
-307
| -23% | -$67.9K | 0.02% | 113 |
|
|
2024
Q2 | $235K | Hold |
1,361
| – | – | 0.02% | 115 |
|
|
2024
Q1 | $260K | Sell |
1,361
-200
| -13% | -$38.2K | 0.02% | 119 |
|
|
2023
Q4 | $255K | Buy |
1,561
+357
| +30% | +$58.4K | 0.02% | 110 |
|
|
2023
Q3 | $169K | Sell |
1,204
-18
| -1% | -$2.53K | 0.02% | 125 |
|
|
2023
Q2 | $164K | Hold |
1,222
| – | – | 0.01% | 135 |
|
|
2023
Q1 | $160K | Buy |
+1,222
| New | +$160K | 0.02% | 129 |
|