FAFN
First Affirmative Financial Network’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $724K | Sell |
2,913
-210
| -7% | -$52.2K | 0.44% | 50 |
|
|
2024
Q4 | $687K | Buy |
3,123
+46
| +1% | +$10.1K | 0.4% | 61 |
|
|
2024
Q3 | $680K | Buy |
3,077
+128
| +4% | +$28.3K | 0.37% | 67 |
|
|
2024
Q2 | $510K | Buy |
2,949
+90
| +3% | +$15.6K | 0.35% | 75 |
|
|
2024
Q1 | $546K | Sell |
2,859
-87
| -3% | -$16.6K | 0.4% | 63 |
|
|
2023
Q4 | $482K | Buy |
2,946
+318
| +12% | +$52K | 0.38% | 70 |
|
|
2023
Q3 | $369K | Buy |
2,628
+191
| +8% | +$26.8K | 0.36% | 80 |
|
|
2023
Q2 | $326K | Buy |
2,437
+712
| +41% | +$95.3K | 0.33% | 100 |
|
|
2023
Q1 | $226K | Buy |
1,725
+211
| +14% | +$27.7K | 0.26% | 124 |
|
|
2022
Q4 | $213K | Buy |
+1,514
| New | +$213K | 0.26% | 132 |
|
|
2022
Q3 | – | Sell |
-1,571
| Closed | -$222K | – | 144 |
|
|
2022
Q2 | $222K | Buy |
+1,571
| New | +$222K | 0.25% | 118 |
|
|
2021
Q4 | – | Sell |
-2,264
| Closed | -$315K | – | 159 |
|
|
2021
Q3 | $315K | Buy |
+2,264
| New | +$315K | 0.32% | 85 |
|