FA
Fiducient Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Sell |
1,401
-60
| -4% | -$17.7K | 0.05% | 104 |
|
|
2025
Q1 | $363K | Sell |
1,461
-211
| -13% | -$52.5K | 0.05% | 114 |
|
|
2024
Q4 | $368K | Buy |
1,672
+200
| +14% | +$44K | 0.05% | 110 |
|
|
2024
Q3 | $326K | Buy |
1,472
+35
| +2% | +$7.74K | 0.04% | 111 |
|
|
2024
Q2 | $249K | Sell |
1,437
-1,883
| -57% | -$326K | 0.03% | 131 |
|
|
2024
Q1 | $634K | Buy |
3,320
+32
| +1% | +$6.11K | 0.13% | 70 |
|
|
2023
Q4 | $538K | Buy |
3,288
+11
| +0.3% | +$1.8K | 0.1% | 69 |
|
|
2023
Q3 | $460K | Buy |
+3,277
| New | +$460K | 0.03% | 70 |
|
|
2023
Q1 | – | Sell |
-1,450
| Closed | -$204K | – | 101 |
|
|
2022
Q4 | $204K | Buy |
+1,450
| New | +$204K | 0.06% | 173 |
|
|
2022
Q3 | – | Sell |
-3,589
| Closed | -$507K | – | 68 |
|
|
2022
Q2 | $507K | Buy |
+3,589
| New | +$507K | 0.19% | 43 |
|
|
2021
Q4 | – | Sell |
-1,786
| Closed | -$248K | – | 79 |
|
|
2021
Q3 | $248K | Hold |
1,786
| – | – | 0.08% | 91 |
|
|
2021
Q2 | $262K | Sell |
1,786
-75
| -4% | -$11K | 0.08% | 68 |
|
|
2021
Q1 | $248K | Buy |
1,861
+75
| +4% | +$10K | 0.08% | 74 |
|
|
2020
Q4 | $225K | Buy |
+1,786
| New | +$225K | 0.08% | 72 |
|