FAM
Formidable Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Hold |
12,954
| – | – | 0.54% | 34 |
|
|
2025
Q1 | $3.22M | Buy |
12,954
+270
| +2% | +$67.1K | 0.54% | 34 |
|
|
2024
Q4 | $2.79M | Buy |
12,684
+5,389
| +74% | +$1.18M | 0.46% | 42 |
|
|
2024
Q3 | $1.61M | Sell |
7,295
-592
| -8% | -$131K | 0.26% | 77 |
|
|
2024
Q2 | $1.36M | Buy |
7,887
+606
| +8% | +$105K | 0.22% | 92 |
|
|
2024
Q1 | $1.39M | Buy |
7,281
+4,365
| +150% | +$834K | 0.23% | 95 |
|
|
2023
Q4 | $477K | Sell |
2,916
-292
| -9% | -$47.8K | 0.1% | 176 |
|
|
2023
Q3 | $450K | Sell |
3,208
-68
| -2% | -$9.54K | 0.1% | 181 |
|
|
2023
Q2 | $438K | Sell |
3,276
-10
| -0.3% | -$1.34K | 0.1% | 183 |
|
|
2023
Q1 | $433K | Hold |
3,286
| – | – | 0.09% | 191 |
|
|
2022
Q4 | $463K | Hold |
3,286
| – | – | 0.1% | 174 |
|
|
2022
Q3 | $439K | Hold |
3,286
| – | – | 0.1% | 176 |
|
|
2022
Q2 | $454K | Buy |
3,286
+367
| +13% | +$50.7K | 0.1% | 178 |
|
|
2022
Q1 | $379K | Sell |
2,919
-12
| -0.4% | -$1.56K | 0.07% | 225 |
|
|
2021
Q4 | $402K | Buy |
2,931
+689
| +31% | +$94.5K | 0.08% | 213 |
|
|
2021
Q3 | $312K | Hold |
2,242
| – | – | 0.06% | 264 |
|
|
2021
Q2 | $315K | Sell |
2,242
-478
| -18% | -$67.2K | 0.07% | 227 |
|
|
2021
Q1 | $363K | Buy |
2,720
+321
| +13% | +$42.8K | 0.08% | 195 |
|
|
2020
Q4 | $298K | Hold |
2,399
| – | – | 0.07% | 212 |
|
|
2020
Q3 | $289K | Buy |
2,399
+197
| +9% | +$23.7K | 0.08% | 183 |
|
|
2020
Q2 | $271K | Sell |
2,202
-86
| -4% | -$10.6K | 0.08% | 190 |
|
|
2020
Q1 | $254K | Sell |
2,288
-1,314
| -36% | -$146K | 0.1% | 155 |
|
|
2019
Q4 | $501K | Buy |
+3,602
| New | +$501K | 0.16% | 122 |
|
|
2019
Q3 | – | Sell |
-3,510
| Closed | -$520K | – | 176 |
|
|
2019
Q2 | $520K | Buy |
+3,510
| New | +$520K | 0.18% | 112 |
|
|
2017
Q4 | – | Sell |
-4,648
| Closed | -$674K | – | 145 |
|
|
2017
Q3 | $674K | Sell |
4,648
-424
| -8% | -$61.5K | 0.28% | 84 |
|
|
2017
Q2 | $780K | Sell |
5,072
-218
| -4% | -$33.5K | 0.38% | 60 |
|
|
2017
Q1 | $810K | Sell |
5,290
-603
| -10% | -$92.3K | 0.35% | 64 |
|
|
2016
Q4 | $978K | Sell |
5,893
-16
| -0.3% | -$2.66K | 0.49% | 41 |
|
|
2016
Q3 | $939K | Sell |
5,909
-313
| -5% | -$49.7K | 0.47% | 40 |
|
|
2016
Q2 | $1M | Sell |
6,222
-394
| -6% | -$63.6K | 0.56% | 32 |
|
|
2016
Q1 | $984K | Sell |
6,616
-55
| -0.8% | -$8.18K | 0.69% | 29 |
|
|
2015
Q4 | $901K | Hold |
6,671
| – | – | 0.62% | 32 |
|
|
2015
Q3 | $967K | Sell |
6,671
-151
| -2% | -$21.9K | 0.65% | 33 |
|
|
2015
Q2 | $1.11M | Hold |
6,822
| – | – | 0.71% | 28 |
|
|
2015
Q1 | $1.16M | Sell |
6,822
-214
| -3% | -$36.5K | 0.77% | 27 |
|
|
2014
Q4 | $1.13M | Sell |
7,036
-17
| -0.2% | -$2.73K | 0.77% | 28 |
|
|
2014
Q3 | $1.16M | Buy |
7,053
+2,564
| +57% | +$421K | 0.77% | 25 |
|
|
2014
Q2 | $814K | Buy |
4,489
+30
| +0.7% | +$5.44K | 0.49% | 45 |
|
|
2014
Q1 | $861K | Buy |
4,459
+62
| +1% | +$12K | 0.6% | 30 |
|
|
2013
Q4 | $779K | Sell |
4,397
-112
| -2% | -$19.8K | 0.52% | 40 |
|
|
2013
Q3 | $834K | Buy |
+4,509
| New | +$834K | 0.72% | 33 |
|