Mutual Advisors’s IBM IBM Stock Holding History

Mutual Advisors’s Portfolio IBM Stock Details IBM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.73M	Buy	29,777 +1,334	+5%	+$346K	0.19%	106
2025 Q1	$6.61M	Sell	28,443 -9,741	-26%	-$2.26M	0.19%	107
2024 Q4	$8.5M	Buy	38,184 +358	+0.9%	+$79.7K	0.25%	73
2024 Q3	$8.26M	Sell	37,826 -3,118	-8%	-$681K	0.24%	73
2024 Q2	$7.84M	Buy	40,944 +14,390	+54%	+$2.76M	0.24%	80
2024 Q1	$5.07M	Sell	26,554 -578	-2%	-$110K	0.16%	129
2023 Q4	$4.44M	Sell	27,132 -16,536	-38%	-$2.7M	0.15%	143
2023 Q3	$6.13M	Sell	43,668 -5,056	-10%	-$709K	0.24%	81
2023 Q2	$6.52M	Buy	48,724 +6,254	+15%	+$837K	0.25%	84
2023 Q1	$5.57M	Buy	42,470 +17,314	+69%	+$2.27M	0.23%	92
2022 Q4	$3.54M	Buy	25,156 +3,105	+14%	+$437K	0.16%	137
2022 Q3	$2.62M	Buy	22,051 +1,888	+9%	+$224K	0.13%	155
2022 Q2	$2.85M	Buy	20,163 +1,706	+9%	+$241K	0.19%	124
2022 Q1	$2.4M	Sell	18,457 -783	-4%	-$102K	0.13%	178
2021 Q4	$2.57M	Buy	19,240 +2,313	+14%	+$309K	0.14%	182
2021 Q3	$2.35M	Buy	16,927 +1,487	+10%	+$207K	0.14%	184
2021 Q2	$2.26M	Buy	15,440 +583	+4%	+$85.4K	0.13%	190
2021 Q1	$1.98M	Buy	14,857 +3,895	+36%	+$519K	0.14%	182
2020 Q4	$1.38M	Buy	10,962 +2,315	+27%	+$291K	0.1%	239
2020 Q3	$1.05M	Buy	8,647 +1,851	+27%	+$225K	0.09%	241
2020 Q2	$821K	Buy	6,796 +1,178	+21%	+$142K	0.08%	262
2020 Q1	$623K	Sell	5,618 -666	-11%	-$73.9K	0.08%	245
2019 Q4	$842K	Buy	6,284 +882	+16%	+$118K	0.09%	251
2019 Q3	$786K	Sell	5,402 -122	-2%	-$17.8K	0.1%	234
2019 Q2	$762K	Buy	5,524 +1,727	+45%	+$238K	0.1%	251
2019 Q1	$536K	Sell	3,797 -866	-19%	-$122K	0.08%	266
2018 Q4	$530K	Buy	4,663 +677	+17%	+$76.9K	0.1%	230
2018 Q3	$603K	Buy	3,986 +612	+18%	+$92.6K	0.09%	259
2018 Q2	$471K	Buy	3,374 +1,057	+46%	+$148K	0.11%	254
2018 Q1	$355K	Sell	2,317 -1,045	-31%	-$160K	0.09%	281
2017 Q4	$516K	Buy	+3,362	New	+$516K	0.19%	151