Fairfield Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Buy |
3,253
+1,584
| +95% | +$467K | 0.34% | 43 |
|
|
2025
Q1 | $415K | Buy |
1,669
+922
| +123% | +$229K | 0.16% | 52 |
|
|
2024
Q4 | $164K | Sell |
747
-6
| -0.8% | -$1.32K | 0.06% | 71 |
|
|
2024
Q3 | $166K | Sell |
753
-3
| -0.4% | -$663 | 0.06% | 81 |
|
|
2024
Q2 | $131K | Buy |
+756
| New | +$131K | 0.04% | 84 |
|
|
2023
Q4 | $111K | Buy |
680
+4
| +0.6% | +$654 | 0.04% | 96 |
|
|
2023
Q3 | $94.9K | Sell |
676
-36
| -5% | -$5.05K | 0.04% | 98 |
|
|
2023
Q2 | $95.3K | Buy |
712
+4
| +0.6% | +$535 | 0.04% | 98 |
|
|
2023
Q1 | $91.5K | Buy |
708
+76
| +12% | +$9.82K | 0.04% | 104 |
|
|
2022
Q4 | $89.1K | Buy |
632
+108
| +21% | +$15.2K | 0.04% | 97 |
|
|
2022
Q3 | $62.3K | Sell |
524
-31
| -6% | -$3.69K | 0.03% | 105 |
|
|
2022
Q2 | $78.4K | Buy |
555
+2
| +0.4% | +$282 | 0.04% | 92 |
|
|
2022
Q1 | $71.9K | Buy |
+553
| New | +$71.9K | 0.03% | 105 |
|