IAA
Independent Advisor Alliance’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Buy |
71,425
+162
| +0.2% | +$47.8K | 0.61% | 26 |
|
|
2025
Q1 | $17.7M | Buy |
71,263
+10,997
| +18% | +$2.73M | 0.59% | 28 |
|
|
2024
Q4 | $13.2M | Buy |
60,266
+5,629
| +10% | +$1.24M | 0.18% | 129 |
|
|
2024
Q3 | $12.1M | Sell |
54,637
-1,774
| -3% | -$392K | 0.44% | 40 |
|
|
2024
Q2 | $9.76M | Sell |
56,411
-462
| -0.8% | -$79.9K | 0.33% | 52 |
|
|
2024
Q1 | $10.9M | Buy |
56,873
+8,014
| +16% | +$1.53M | 0.39% | 50 |
|
|
2023
Q4 | $7.99M | Buy |
48,859
+396
| +0.8% | +$64.8K | 0.29% | 62 |
|
|
2023
Q3 | $6.8M | Buy |
48,463
+1,764
| +4% | +$247K | 0.31% | 62 |
|
|
2023
Q2 | $6.25M | Sell |
46,699
-917
| -2% | -$123K | 0.28% | 69 |
|
|
2023
Q1 | $6.24M | Sell |
47,616
-5,972
| -11% | -$783K | 0.3% | 71 |
|
|
2022
Q4 | $7.55K | Sell |
53,588
-4,786
| -8% | -$674 | ﹤0.01% | 178 |
|
|
2022
Q3 | $6.94M | Sell |
58,374
-281
| -0.5% | -$33.4K | 0.4% | 62 |
|
|
2022
Q2 | $8.28M | Buy |
58,655
+18,183
| +45% | +$2.57M | 0.46% | 56 |
|
|
2022
Q1 | $5.26M | Buy |
40,472
+4,796
| +13% | +$624K | 0.25% | 82 |
|
|
2021
Q4 | $4.77M | Buy |
35,676
+6,293
| +21% | +$841K | 0.24% | 87 |
|
|
2021
Q3 | $4.08M | Buy |
29,383
+1,639
| +6% | +$228K | 0.23% | 93 |
|
|
2021
Q2 | $4.07M | Sell |
27,744
-3,370
| -11% | -$494K | 0.22% | 104 |
|
|
2021
Q1 | $4.15M | Buy |
31,114
+1,448
| +5% | +$193K | 0.25% | 101 |
|
|
2020
Q4 | $3.73M | Buy |
29,666
+3,870
| +15% | +$487K | 0.25% | 92 |
|
|
2020
Q3 | $3.14M | Buy |
25,796
+4,237
| +20% | +$516K | 0.24% | 93 |
|
|
2020
Q2 | $2.6M | Buy |
21,559
+5,458
| +34% | +$659K | 0.28% | 77 |
|
|
2020
Q1 | $1.79M | Buy |
16,101
+3,176
| +25% | +$352K | 0.26% | 81 |
|
|
2019
Q4 | $1.73M | Buy |
12,925
+2,154
| +20% | +$289K | 0.08% | 262 |
|
|
2019
Q3 | $1.57M | Sell |
10,771
-195
| -2% | -$28.4K | 0.19% | 108 |
|
|
2019
Q2 | $1.51M | Sell |
10,966
-29
| -0.3% | -$4K | 0.22% | 95 |
|
|
2019
Q1 | $1.55M | Buy |
10,995
+854
| +8% | +$120K | 0.22% | 101 |
|
|
2018
Q4 | $1.15M | Buy |
10,141
+1,531
| +18% | +$174K | 0.2% | 105 |
|
|
2018
Q3 | $1.25M | Buy |
8,610
+1,166
| +16% | +$169K | 0.23% | 96 |
|
|
2018
Q2 | $987K | Buy |
7,444
+83
| +1% | +$11K | 0.21% | 117 |
|
|
2018
Q1 | $1.1M | Buy |
7,361
+296
| +4% | +$44.1K | 0.24% | 96 |
|
|
2017
Q4 | $1.16M | Buy |
7,065
+1,085
| +18% | +$177K | 0.26% | 94 |
|
|
2017
Q3 | $881K | Buy |
5,980
+601
| +11% | +$88.5K | 0.24% | 103 |
|
|
2017
Q2 | $825K | Sell |
5,379
-330
| -6% | -$50.6K | 0.26% | 100 |
|
|
2017
Q1 | $987K | Buy |
5,709
+1,051
| +23% | +$182K | 0.16% | 163 |
|
|
2016
Q4 | $794K | Buy |
+4,658
| New | +$794K | 0.34% | 84 |
|