DAS
Dynamic Advisor Solutions’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.95M | Sell |
30,369
-3,837
| -11% | -$1.13M | 0.28% | 86 |
|
|
2025
Q1 | $8.51M | Sell |
34,206
-2,959
| -8% | -$736K | 0.28% | 86 |
|
|
2024
Q4 | $8.17M | Sell |
37,165
-122
| -0.3% | -$26.8K | 0.35% | 67 |
|
|
2024
Q3 | $8.24M | Buy |
37,287
+152
| +0.4% | +$33.6K | 0.25% | 96 |
|
|
2024
Q2 | $6.42M | Buy |
37,135
+19,669
| +113% | +$3.4M | 0.2% | 121 |
|
|
2024
Q1 | $3.34M | Sell |
17,466
-3,425
| -16% | -$654K | 0.11% | 220 |
|
|
2023
Q4 | $3.32M | Buy |
20,891
+345
| +2% | +$54.9K | 0.12% | 206 |
|
|
2023
Q3 | $2.88M | Buy |
20,546
+690
| +3% | +$96.8K | 0.14% | 184 |
|
|
2023
Q2 | $2.66M | Sell |
19,856
-13,730
| -41% | -$1.84M | 0.14% | 184 |
|
|
2023
Q1 | $4.4M | Sell |
33,586
-3,964
| -11% | -$520K | 0.26% | 107 |
|
|
2022
Q4 | $5.29M | Buy |
37,550
+4,925
| +15% | +$694K | 0.36% | 67 |
|
|
2022
Q3 | $3.88M | Buy |
32,625
+9,495
| +41% | +$1.13M | 0.3% | 83 |
|
|
2022
Q2 | $3.27M | Buy |
23,130
+3,370
| +17% | +$476K | 0.25% | 95 |
|
|
2022
Q1 | $2.57M | Buy |
19,760
+6,420
| +48% | +$835K | 0.18% | 133 |
|
|
2021
Q4 | $1.78M | Sell |
13,340
-5,096
| -28% | -$794K | 0.13% | 178 |
|
|
2021
Q3 | $2.56M | Buy |
18,436
+5,364
| +41% | +$745K | 0.19% | 131 |
|
|
2021
Q2 | $1.92M | Buy |
13,072
+198
| +2% | +$29K | 0.15% | 165 |
|
|
2021
Q1 | $1.72M | Buy |
12,874
+9,672
| +302% | +$1.29M | 0.16% | 162 |
|
|
2020
Q4 | $403K | Buy |
3,202
+17
| +0.5% | +$2.05K | 0.04% | 413 |
|
|
2020
Q3 | $387K | Buy |
3,185
+3
| +0.1% | +$465 | 0.04% | 367 |
|
|
2020
Q2 | $384K | Buy |
3,182
+60
| +2% | +$7.15K | 0.05% | 331 |
|
|
2020
Q1 | $346K | Buy |
3,122
+552
| +21% | +$61.2K | 0.06% | 307 |
|
|
2019
Q4 | $344K | Sell |
2,570
-18
| -0.7% | -$2.43K | 0.05% | 382 |
|
|
2019
Q3 | $376K | Buy |
2,588
+52
| +2% | +$7.5K | 0.06% | 329 |
|
|
2019
Q2 | $350K | Buy |
2,536
+770
| +44% | +$106K | 0.06% | 331 |
|
|
2019
Q1 | $249K | Sell |
1,766
-47
| -3% | -$6.61K | 0.05% | 331 |
|
|
2018
Q4 | $243K | Sell |
1,813
-2,691
| -60% | -$361K | 0.05% | 320 |
|
|
2018
Q3 | $681K | Sell |
4,504
-11,635
| -72% | -$1.76M | 0.14% | 180 |
|
|
2018
Q2 | $2.25M | Sell |
16,139
-250
| -2% | -$35K | 0.51% | 50 |
|
|
2018
Q1 | $2.51M | Buy |
16,389
+561
| +4% | +$86.1K | 0.65% | 37 |
|
|
2017
Q4 | $2.43M | Buy |
15,828
+61
| +0.4% | +$9.39K | 0.8% | 35 |
|
|
2017
Q3 | $2.29M | Buy |
15,767
+10,400
| +194% | +$1.51M | 0.9% | 27 |
|
|
2017
Q2 | $826K | Sell |
5,367
-4,397
| -45% | -$677K | 0.32% | 97 |
|
|
2017
Q1 | $1.7M | Buy |
9,764
+2,053
| +27% | +$357K | 0.66% | 39 |
|
|
2016
Q4 | $1.28M | Buy |
7,711
+2,882
| +60% | +$478K | 0.51% | 61 |
|
|
2016
Q3 | $767K | Buy |
+4,829
| New | +$767K | 0.29% | 108 |
|
|
2015
Q3 | – | Sell |
-1,636
| Closed | -$266K | – | 197 |
|
|
2015
Q2 | $266K | Sell |
1,636
-4,006
| -71% | -$652K | 0.16% | 132 |
|
|
2015
Q1 | $905K | Buy |
5,642
+2,583
| +84% | +$414K | 0.45% | 69 |
|
|
2014
Q4 | $491K | Buy |
3,059
+43
| +1% | +$6.91K | 0.26% | 114 |
|
|
2014
Q3 | $572K | Buy |
+3,016
| New | +$572K | 0.31% | 94 |
|
|
2014
Q2 | – | Sell |
-4,150
| Closed | -$790K | – | 217 |
|
|
2014
Q1 | $790K | Buy |
4,150
+1,354
| +48% | +$258K | 0.54% | 61 |
|
|
2013
Q4 | $524K | Buy |
+2,796
| New | +$524K | 0.39% | 90 |
|