FPAS
Focus Partners Advisor Solutions’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.69M | Buy |
29,467
+149
| +0.5% | +$43.9K | 0.12% | 93 |
|
|
2025
Q1 | $7.29M | Sell |
29,318
-289
| -1% | -$71.9K | 0.11% | 98 |
|
|
2024
Q4 | $6.51M | Buy |
29,607
+9,768
| +49% | +$2.15M | 0.11% | 99 |
|
|
2024
Q3 | $4.39M | Buy |
19,839
+2,703
| +16% | +$598K | 0.09% | 110 |
|
|
2024
Q2 | $2.96M | Buy |
17,136
+2,168
| +14% | +$375K | 0.08% | 125 |
|
|
2024
Q1 | $2.86M | Buy |
14,968
+6,837
| +84% | +$1.31M | 0.08% | 126 |
|
|
2023
Q4 | $1.33M | Sell |
8,131
-2,911
| -26% | -$476K | 0.06% | 140 |
|
|
2023
Q3 | $1.55M | Buy |
11,042
+88
| +0.8% | +$12.3K | 0.08% | 127 |
|
|
2023
Q2 | $1.47M | Sell |
10,954
-1,579
| -13% | -$211K | 0.08% | 105 |
|
|
2023
Q1 | $1.64M | Buy |
12,533
+1,038
| +9% | +$136K | 0.11% | 91 |
|
|
2022
Q4 | $1.62M | Sell |
11,495
-2,749
| -19% | -$387K | 0.13% | 91 |
|
|
2022
Q3 | $1.69M | Buy |
14,244
+916
| +7% | +$109K | 0.1% | 103 |
|
|
2022
Q2 | $1.88M | Buy |
13,328
+4,406
| +49% | +$622K | 0.16% | 74 |
|
|
2022
Q1 | $1.16M | Buy |
+8,922
| New | +$1.16M | 0.12% | 104 |
|