FRA
Frank Rimerman Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.6M | Buy |
22,385
+3,672
| +20% | +$1.08M | 0.44% | 32 |
|
|
2025
Q1 | $4.65M | Buy |
18,713
+177
| +1% | +$44K | 0.37% | 43 |
|
|
2024
Q4 | $4.07M | Buy |
18,536
+10
| +0.1% | +$2.2K | 0.3% | 48 |
|
|
2024
Q3 | $4.1M | Sell |
18,526
-3,548
| -16% | -$784K | 0.29% | 54 |
|
|
2024
Q2 | $3.82M | Buy |
22,074
+21,661
| +5,245% | +$3.75M | 0.27% | 61 |
|
|
2024
Q1 | $78.9K | Hold |
413
| – | – | 0.02% | 113 |
|
|
2023
Q4 | $67.5K | Buy |
+413
| New | +$67.5K | 0.01% | 112 |
|