Financial Advocates Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Sell |
2,175
-1,285
| -37% | -$379K | 0.05% | 304 |
|
|
2025
Q1 | $861K | Sell |
3,460
-2,301
| -40% | -$572K | 0.06% | 307 |
|
|
2024
Q4 | $1.27M | Buy |
5,761
+275
| +5% | +$60.5K | 0.07% | 248 |
|
|
2024
Q3 | $1.21M | Sell |
5,486
-25
| -0.5% | -$5.53K | 0.07% | 263 |
|
|
2024
Q2 | $953K | Sell |
5,511
-66
| -1% | -$11.4K | 0.06% | 300 |
|
|
2024
Q1 | $1.07M | Buy |
5,577
+583
| +12% | +$111K | 0.06% | 295 |
|
|
2023
Q4 | $817K | Sell |
4,994
-66
| -1% | -$10.8K | 0.05% | 325 |
|
|
2023
Q3 | $710K | Sell |
5,060
-66
| -1% | -$9.26K | 0.05% | 334 |
|
|
2023
Q2 | $686K | Sell |
5,126
-109
| -2% | -$14.6K | 0.05% | 333 |
|
|
2023
Q1 | $686K | Sell |
5,235
-2,433
| -32% | -$319K | 0.05% | 353 |
|
|
2022
Q4 | $1.08M | Sell |
7,668
-1,189
| -13% | -$168K | 0.08% | 265 |
|
|
2022
Q3 | $1.05M | Sell |
8,857
-249
| -3% | -$29.6K | 0.09% | 241 |
|
|
2022
Q2 | $1.29M | Buy |
9,106
+49
| +0.5% | +$6.92K | 0.1% | 221 |
|
|
2022
Q1 | $1.18M | Sell |
9,057
-1,128
| -11% | -$147K | 0.08% | 270 |
|
|
2021
Q4 | $1.36M | Sell |
10,185
-126
| -1% | -$16.8K | 0.09% | 260 |
|
|
2021
Q3 | $1.37M | Sell |
10,311
-2,263
| -18% | -$300K | 0.09% | 250 |
|
|
2021
Q2 | $1.76M | Sell |
12,574
-2,569
| -17% | -$360K | 0.12% | 203 |
|
|
2021
Q1 | $1.61M | Buy |
15,143
+2,963
| +24% | +$314K | 0.11% | 210 |
|
|
2020
Q4 | $1.47M | Sell |
12,180
-1,150
| -9% | -$138K | 0.1% | 228 |
|
|
2020
Q3 | $1.55M | Buy |
13,330
+878
| +7% | +$102K | 0.13% | 165 |
|
|
2020
Q2 | $1.44M | Buy |
12,452
+1,812
| +17% | +$209K | 0.14% | 177 |
|
|
2020
Q1 | $1.13M | Buy |
10,640
+1,849
| +21% | +$196K | 0.16% | 164 |
|
|
2019
Q4 | $1.13M | Sell |
8,791
-831
| -9% | -$106K | 0.12% | 197 |
|
|
2019
Q3 | $1.34M | Sell |
9,622
-1,037
| -10% | -$144K | 0.15% | 152 |
|
|
2019
Q2 | $1.41M | Sell |
10,659
-286
| -3% | -$37.7K | 0.16% | 148 |
|
|
2019
Q1 | $1.48M | Buy |
10,945
+1,141
| +12% | +$154K | 0.18% | 133 |
|
|
2018
Q4 | $1.07M | Sell |
9,804
-2,952
| -23% | -$321K | 0.15% | 161 |
|
|
2018
Q3 | $1.84M | Sell |
12,756
-265
| -2% | -$38.3K | 0.21% | 117 |
|
|
2018
Q2 | $1.74M | Buy |
13,021
+88
| +0.7% | +$11.8K | 0.21% | 112 |
|
|
2018
Q1 | $1.9M | Buy |
12,933
+3,613
| +39% | +$530K | 0.25% | 93 |
|
|
2017
Q4 | $1.37M | Buy |
+9,320
| New | +$1.37M | 0.19% | 116 |
|