First National Advisers’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
970
+71
| +8% | +$20.9K | 0.04% | 202 |
|
|
2025
Q1 | $224K | Sell |
899
-635
| -41% | -$158K | 0.04% | 209 |
|
|
2024
Q4 | $337K | Sell |
1,534
-15
| -1% | -$3.3K | 0.05% | 156 |
|
|
2024
Q3 | $342K | Hold |
1,549
| – | – | 0.05% | 186 |
|
|
2024
Q2 | $268K | Buy |
1,549
+49
| +3% | +$8.48K | 0.05% | 193 |
|
|
2024
Q1 | $286K | Buy |
+1,500
| New | +$286K | 0.06% | 181 |
|