Avestar Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
7,125
+1,264
| +22% | +$373K | 0.14% | 103 |
|
|
2025
Q1 | $1.46M | Buy |
5,861
+688
| +13% | +$171K | 0.13% | 118 |
|
|
2024
Q4 | $1.14M | Buy |
5,173
+569
| +12% | +$125K | 0.1% | 141 |
|
|
2024
Q3 | $1.02M | Sell |
4,604
-65
| -1% | -$14.4K | 0.1% | 139 |
|
|
2024
Q2 | $808K | Buy |
4,669
+174
| +4% | +$30.1K | 0.08% | 158 |
|
|
2024
Q1 | $858K | Buy |
4,495
+950
| +27% | +$181K | 0.09% | 148 |
|
|
2023
Q4 | $580K | Buy |
3,545
+939
| +36% | +$154K | 0.07% | 162 |
|
|
2023
Q3 | $366K | Buy |
2,606
+578
| +29% | +$81.1K | 0.05% | 189 |
|
|
2023
Q2 | $271K | Sell |
2,028
-960
| -32% | -$128K | 0.04% | 230 |
|
|
2023
Q1 | $392K | Sell |
2,988
-361
| -11% | -$47.3K | 0.07% | 164 |
|
|
2022
Q4 | $472K | Buy |
3,349
+472
| +16% | +$66.5K | 0.09% | 133 |
|
|
2022
Q3 | $342K | Buy |
2,877
+191
| +7% | +$22.7K | 0.09% | 149 |
|
|
2022
Q2 | $379K | Buy |
2,686
+151
| +6% | +$21.3K | 0.09% | 140 |
|
|
2022
Q1 | $330K | Buy |
2,535
+873
| +53% | +$114K | 0.05% | 252 |
|
|
2021
Q4 | $222K | Sell |
1,662
-388
| -19% | -$51.8K | 0.03% | 326 |
|
|
2021
Q3 | $272K | Buy |
2,050
+10
| +0.5% | +$1.33K | 0.03% | 289 |
|
|
2021
Q2 | $286K | Sell |
2,040
-616
| -23% | -$86.4K | 0.04% | 268 |
|
|
2021
Q1 | $363K | Buy |
2,656
+271
| +11% | +$37K | 0.08% | 217 |
|
|
2020
Q4 | $287K | Sell |
2,385
-298
| -11% | -$35.9K | 0.08% | 219 |
|
|
2020
Q3 | $288K | Sell |
2,683
-605
| -18% | -$64.9K | 0.1% | 165 |
|
|
2020
Q2 | $380K | Sell |
3,288
-1,814
| -36% | -$210K | 0.17% | 119 |
|
|
2020
Q1 | $541K | Buy |
+5,102
| New | +$541K | 0.3% | 84 |
|
|
2019
Q4 | – | Sell |
-1,485
| Closed | -$206K | – | 174 |
|
|
2019
Q3 | $206K | Buy |
1,485
+78
| +6% | +$10.8K | 0.13% | 150 |
|
|
2019
Q2 | $182K | Hold |
1,407
| – | – | 0.12% | 118 |
|
|
2019
Q1 | $186K | Buy |
1,407
+26
| +2% | +$3.44K | 0.12% | 116 |
|
|
2018
Q4 | $149K | Sell |
1,381
-18
| -1% | -$1.94K | 0.1% | 123 |
|
|
2018
Q3 | $200K | Buy |
1,399
+42
| +3% | +$6K | 0.12% | 119 |
|
|
2018
Q2 | $179K | Sell |
1,357
-8
| -0.6% | -$1.06K | 0.11% | 115 |
|
|
2018
Q1 | $201K | Buy |
1,365
+30
| +2% | +$4.42K | 0.13% | 92 |
|
|
2017
Q4 | $194K | Buy |
+1,335
| New | +$194K | 0.15% | 80 |
|