FAN
Financial Advisors Network’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
3,710
+578
| +18% | +$170K | 0.17% | 71 |
|
|
2025
Q1 | $779K | Sell |
3,132
-314
| -9% | -$78.1K | 0.13% | 80 |
|
|
2024
Q4 | $757K | Buy |
+3,446
| New | +$757K | 0.13% | 78 |
|
|
2023
Q4 | $532K | Hold |
3,255
| – | – | 0.11% | 86 |
|
|
2023
Q3 | $457K | Buy |
+3,255
| New | +$457K | 0.1% | 85 |
|
|
2022
Q4 | $430K | Sell |
3,050
-85
| -3% | -$12K | 0.11% | 72 |
|
|
2022
Q3 | $372K | Sell |
3,135
-160
| -5% | -$19K | 0.11% | 72 |
|
|
2022
Q2 | $465K | Sell |
3,295
-100
| -3% | -$14.1K | 0.13% | 67 |
|
|
2022
Q1 | $441K | Sell |
3,395
-1,326
| -28% | -$172K | 0.11% | 74 |
|
|
2021
Q4 | $631K | Buy |
4,721
+53
| +1% | +$7.08K | 0.14% | 68 |
|
|
2021
Q3 | $555K | Buy |
4,668
+340
| +8% | +$40.4K | 0.13% | 79 |
|
|
2021
Q2 | $634K | Buy |
4,328
+390
| +10% | +$57.1K | 0.19% | 63 |
|
|
2021
Q1 | $525K | Buy |
3,938
+83
| +2% | +$11.1K | 0.17% | 68 |
|
|
2020
Q4 | $485K | Sell |
3,855
-152
| -4% | -$19.1K | 0.17% | 67 |
|
|
2020
Q3 | $488K | Buy |
4,007
+17
| +0.4% | +$2.07K | 0.19% | 63 |
|
|
2020
Q2 | $482K | Buy |
3,990
+87
| +2% | +$10.5K | 0.2% | 64 |
|
|
2020
Q1 | $433K | Sell |
3,903
-5,040
| -56% | -$559K | 0.21% | 65 |
|
|
2019
Q4 | $1.2M | Buy |
8,943
+2,269
| +34% | +$304K | 0.55% | 39 |
|
|
2019
Q3 | $971K | Buy |
6,674
+1,665
| +33% | +$242K | 0.5% | 42 |
|
|
2019
Q2 | $697K | Buy |
5,009
+927
| +23% | +$129K | 0.37% | 51 |
|
|
2019
Q1 | $518K | Sell |
4,082
-323
| -7% | -$41K | 0.3% | 60 |
|
|
2018
Q4 | $501K | Buy |
+4,405
| New | +$501K | 0.31% | 63 |
|
|
2018
Q2 | $1.33M | Buy |
+9,499
| New | +$1.33M | 0.8% | 19 |
|
|
2017
Q4 | $1.33M | Sell |
8,634
-355
| -4% | -$54.5K | 0.89% | 20 |
|
|
2017
Q3 | $1.3M | Buy |
8,989
+394
| +5% | +$57.2K | 1.03% | 21 |
|
|
2017
Q2 | $1.32M | Buy |
8,595
+914
| +12% | +$141K | 1.1% | 20 |
|
|
2017
Q1 | $1.16M | Buy |
7,681
+6
| +0.1% | +$905 | 1% | 20 |
|
|
2016
Q4 | $1.36M | Buy |
+7,675
| New | +$1.36M | 1.16% | 18 |
|