ACP
Aviance Capital Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Buy |
3,290
+583
| +22% | +$172K | 0.13% | 155 |
|
|
2025
Q1 | $673K | Sell |
2,707
-115
| -4% | -$28.6K | 0.09% | 186 |
|
|
2024
Q4 | $620K | Buy |
2,822
+485
| +21% | +$107K | 0.09% | 193 |
|
|
2024
Q3 | $521K | Hold |
2,337
| – | – | 0.07% | 221 |
|
|
2024
Q2 | $404K | Buy |
2,337
+16
| +0.7% | +$2.77K | 0.06% | 228 |
|
|
2024
Q1 | $443K | Hold |
2,321
| – | – | 0.07% | 221 |
|
|
2023
Q4 | $380K | Hold |
2,321
| – | – | 0.08% | 190 |
|
|
2023
Q3 | $326K | Sell |
2,321
-512
| -18% | -$71.8K | 0.07% | 200 |
|
|
2023
Q2 | $379K | Sell |
2,833
-120
| -4% | -$16.1K | 0.08% | 197 |
|
|
2023
Q1 | $387K | Sell |
2,953
-18
| -0.6% | -$2.36K | 0.09% | 190 |
|
|
2022
Q4 | $419K | Buy |
2,971
+658
| +28% | +$92.7K | 0.1% | 189 |
|
|
2022
Q3 | $275K | Buy |
2,313
+12
| +0.5% | +$1.43K | 0.07% | 218 |
|
|
2022
Q2 | $325K | Hold |
2,301
| – | – | 0.07% | 211 |
|
|
2022
Q1 | $299K | Sell |
2,301
-125
| -5% | -$16.2K | 0.05% | 216 |
|
|
2021
Q4 | $324K | Buy |
2,426
+178
| +8% | +$23.8K | 0.05% | 217 |
|
|
2021
Q3 | $312K | Buy |
2,248
+7
| +0.3% | +$972 | 0.06% | 219 |
|
|
2021
Q2 | $329K | Buy |
2,241
+197
| +10% | +$28.9K | 0.06% | 213 |
|
|
2021
Q1 | $272K | Sell |
2,044
-270
| -12% | -$35.9K | 0.05% | 242 |
|
|
2020
Q4 | $291K | Buy |
2,314
+200
| +9% | +$25.2K | 0.06% | 219 |
|
|
2020
Q3 | $257K | Hold |
2,114
| – | – | 0.06% | 219 |
|
|
2020
Q2 | $255K | Sell |
2,114
-100
| -5% | -$12.1K | 0.06% | 211 |
|
|
2020
Q1 | $246K | Hold |
2,214
| – | – | 0.08% | 190 |
|
|
2019
Q4 | $297K | Sell |
2,214
-100
| -4% | -$13.4K | 0.08% | 196 |
|
|
2019
Q3 | $337K | Sell |
2,314
-690
| -23% | -$100K | 0.1% | 180 |
|
|
2019
Q2 | $414K | Buy |
3,004
+166
| +6% | +$22.9K | 0.11% | 176 |
|
|
2019
Q1 | $400K | Sell |
2,838
-319
| -10% | -$45K | 0.11% | 170 |
|
|
2018
Q4 | $358K | Sell |
3,157
-766
| -20% | -$86.9K | 0.13% | 170 |
|
|
2018
Q3 | $593K | Buy |
3,923
+204
| +5% | +$30.8K | 0.14% | 155 |
|
|
2018
Q2 | $520K | Buy |
3,719
+29
| +0.8% | +$4.06K | 0.15% | 164 |
|
|
2018
Q1 | $566K | Sell |
3,690
-115
| -3% | -$17.6K | 0.17% | 148 |
|
|
2017
Q4 | $584K | Sell |
3,805
-475
| -11% | -$72.9K | 0.19% | 138 |
|
|
2017
Q3 | $621K | Sell |
4,280
-932
| -18% | -$135K | 0.21% | 128 |
|
|
2017
Q2 | $802K | Sell |
5,212
-4,915
| -49% | -$756K | 0.26% | 112 |
|
|
2017
Q1 | $1.76M | Sell |
10,127
-15,003
| -60% | -$2.61M | 0.64% | 39 |
|
|
2016
Q4 | $4.17M | Sell |
25,130
-200
| -0.8% | -$33.2K | 1.47% | 8 |
|
|
2016
Q3 | $4.02M | Sell |
25,330
-100
| -0.4% | -$15.9K | 1.42% | 9 |
|
|
2016
Q2 | $3.86M | Sell |
25,430
-221
| -0.9% | -$33.5K | 1.42% | 8 |
|
|
2016
Q1 | $3.89M | Buy |
25,651
+13,894
| +118% | +$2.1M | 1.35% | 8 |
|
|
2015
Q4 | $1.62M | Sell |
11,757
-1,460
| -11% | -$201K | 0.56% | 46 |
|
|
2015
Q3 | $1.92M | Sell |
13,217
-1,420
| -10% | -$206K | 0.79% | 28 |
|
|
2015
Q2 | $2.38M | Sell |
14,637
-50
| -0.3% | -$8.13K | 0.89% | 20 |
|
|
2015
Q1 | $2.36M | Sell |
14,687
-2,780
| -16% | -$446K | 0.86% | 23 |
|
|
2014
Q4 | $2.8M | Sell |
17,467
-2,080
| -11% | -$334K | 1.05% | 15 |
|
|
2014
Q3 | $3.71M | Sell |
19,547
-400
| -2% | -$75.9K | 1.4% | 7 |
|
|
2014
Q2 | $3.62M | Sell |
19,947
-500
| -2% | -$90.6K | 1.41% | 7 |
|
|
2014
Q1 | $3.94M | Sell |
20,447
-4,840
| -19% | -$932K | 1.66% | 5 |
|
|
2013
Q4 | $4.74M | Sell |
25,287
-1,436
| -5% | -$269K | 2% | 6 |
|
|
2013
Q3 | $4.95M | Buy |
26,723
+7,760
| +41% | +$1.44M | 2.31% | 5 |
|
|
2013
Q2 | $3.62M | Buy |
+18,963
| New | +$3.62M | 1.96% | 6 |
|