AFS
Axiom Financial Strategies’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,998
| Closed | -$237K | – | 50 |
|
|
2022
Q3 | $237K | Sell |
1,998
-14
| -0.7% | -$1.66K | 0.13% | 57 |
|
|
2022
Q2 | $284K | Buy |
2,012
+360
| +22% | +$50.8K | 0.15% | 52 |
|
|
2022
Q1 | $219K | Buy |
1,652
+10
| +0.6% | +$1.33K | 0.11% | 66 |
|
|
2021
Q4 | $220K | Buy |
1,642
+10
| +0.6% | +$1.34K | 0.1% | 77 |
|
|
2021
Q3 | $227K | Buy |
1,632
+8
| +0.5% | +$1.11K | 0.11% | 70 |
|
|
2021
Q2 | $238K | Buy |
1,624
+8
| +0.5% | +$1.17K | 0.11% | 62 |
|
|
2021
Q1 | $215K | Sell |
1,616
-222
| -12% | -$29.5K | 0.11% | 67 |
|
|
2020
Q4 | $224K | Hold |
1,838
| – | – | 0.13% | 62 |
|
|
2020
Q3 | $224K | Sell |
1,838
-10
| -0.5% | -$1.22K | 0.13% | 62 |
|
|
2020
Q2 | $223K | Sell |
1,848
-120
| -6% | -$14.5K | 0.15% | 57 |
|
|
2020
Q1 | $218K | Buy |
+1,968
| New | +$218K | 0.18% | 55 |
|