Investment Advisory Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
3,722
+90
| +2% | +$26.5K | 0.37% | 53 |
|
|
2025
Q1 | $903K | Sell |
3,632
-25
| -0.7% | -$6.22K | 0.33% | 55 |
|
|
2024
Q4 | $804K | Buy |
3,657
+164
| +5% | +$36.1K | 0.28% | 57 |
|
|
2024
Q3 | $772K | Buy |
3,493
+356
| +11% | +$78.7K | 0.27% | 62 |
|
|
2024
Q2 | $543K | Buy |
3,137
+6
| +0.2% | +$1.04K | 0.2% | 76 |
|
|
2024
Q1 | $598K | Sell |
3,131
-70
| -2% | -$13.4K | 0.22% | 73 |
|
|
2023
Q4 | $524K | Sell |
3,201
-3
| -0.1% | -$491 | 0.21% | 74 |
|
|
2023
Q3 | $450K | Sell |
3,204
-37
| -1% | -$5.19K | 0.19% | 80 |
|
|
2023
Q2 | $434K | Buy |
3,241
+260
| +9% | +$34.8K | 0.18% | 81 |
|
|
2023
Q1 | $391K | Sell |
2,981
-51
| -2% | -$6.69K | 0.19% | 81 |
|
|
2022
Q4 | $437K | Buy |
3,032
+1
| +0% | +$144 | 0.22% | 74 |
|
|
2022
Q3 | $360K | Hold |
3,031
| – | – | 0.22% | 77 |
|
|
2022
Q2 | $428K | Sell |
3,031
-458
| -13% | -$64.7K | 0.25% | 71 |
|
|
2022
Q1 | $454K | Buy |
3,489
+88
| +3% | +$11.5K | 0.25% | 75 |
|
|
2021
Q4 | $455K | Sell |
3,401
-414
| -11% | -$55.4K | 0.25% | 74 |
|
|
2021
Q3 | $507K | Sell |
3,815
-84
| -2% | -$11.2K | 0.31% | 67 |
|
|
2021
Q2 | $546K | Buy |
+3,899
| New | +$546K | 0.34% | 66 |
|
|
2020
Q4 | $496K | Sell |
4,124
-892
| -18% | -$107K | 0.35% | 62 |
|
|
2020
Q3 | $582K | Buy |
5,016
+257
| +5% | +$29.8K | 0.46% | 54 |
|
|
2020
Q2 | $550K | Buy |
4,759
+1,368
| +40% | +$158K | 0.47% | 55 |
|
|
2020
Q1 | $360K | Sell |
3,391
-495
| -13% | -$52.6K | 0.39% | 55 |
|
|
2019
Q4 | $498K | Buy |
+3,886
| New | +$498K | 0.45% | 47 |
|