First Affirmative Financial Network’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $724K | Sell |
|
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|
2024
Q4 | $687K | Buy |
|
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|
2024
Q3 | $680K | Buy |
|
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|
2024
Q2 | $510K | Buy |
|
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|
2024
Q1 | $546K | Sell |
|
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|
2023
Q4 | $482K | Buy |
|
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|
2023
Q3 | $369K | Buy |
|
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|
2023
Q2 | $326K | Buy |
|
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|
2023
Q1 | $226K | Buy |
|
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|
2022
Q4 | $213K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $222K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $315K | Buy |
|