Aveo Capital Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,173
| Closed | -$478K | – | 243 |
|
|
2024
Q4 | $478K | Sell |
2,173
-34
| -2% | -$7.47K | 0.05% | 214 |
|
|
2024
Q3 | $488K | Sell |
2,207
-2
| -0.1% | -$442 | 0.05% | 201 |
|
|
2024
Q2 | $382K | Sell |
2,209
-821
| -27% | -$142K | 0.04% | 228 |
|
|
2024
Q1 | $502K | Sell |
3,030
-71
| -2% | -$11.8K | 0.05% | 219 |
|
|
2023
Q4 | $507K | Buy |
3,101
+109
| +4% | +$17.8K | 0.06% | 204 |
|
|
2023
Q3 | $420K | Sell |
2,992
-163
| -5% | -$22.9K | 0.06% | 218 |
|
|
2023
Q2 | $422K | Buy |
3,155
+309
| +11% | +$41.3K | 0.05% | 227 |
|
|
2023
Q1 | $373K | Buy |
2,846
+172
| +6% | +$22.5K | 0.05% | 238 |
|
|
2022
Q4 | $377K | Buy |
2,674
+396
| +17% | +$55.8K | 0.06% | 231 |
|
|
2022
Q3 | $271K | Buy |
2,278
+46
| +2% | +$5.47K | 0.05% | 227 |
|
|
2022
Q2 | $315K | Buy |
2,232
+202
| +10% | +$28.5K | 0.05% | 218 |
|
|
2022
Q1 | $264K | Buy |
2,030
+278
| +16% | +$36.2K | 0.05% | 236 |
|
|
2021
Q4 | $234K | Sell |
1,752
-1,051
| -37% | -$140K | 0.04% | 252 |
|
|
2021
Q3 | $372K | Buy |
2,803
+255
| +10% | +$33.8K | 0.08% | 185 |
|
|
2021
Q2 | $357K | Buy |
2,548
+148
| +6% | +$20.7K | 0.08% | 195 |
|
|
2021
Q1 | $306K | Buy |
+2,400
| New | +$306K | 0.08% | 188 |
|
|
2018
Q3 | – | Sell |
-1,656
| Closed | -$221K | – | 146 |
|
|
2018
Q2 | $221K | Buy |
1,656
+139
| +9% | +$18.6K | 0.1% | 128 |
|
|
2018
Q1 | $222K | Buy |
+1,517
| New | +$222K | 0.09% | 126 |
|
|
2017
Q3 | – | Sell |
-1,520
| Closed | -$224K | – | 139 |
|
|
2017
Q2 | $224K | Buy |
1,520
+23
| +2% | +$3.39K | 0.08% | 110 |
|
|
2017
Q1 | $249K | Sell |
1,497
-2,832
| -65% | -$471K | 0.09% | 98 |
|
|
2016
Q4 | $687K | Buy |
+4,329
| New | +$687K | 0.2% | 79 |
|