QFA
Quantum Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
2,551
+51
| +2% | +$15K | 0.1% | 80 |
|
|
2025
Q1 | $622K | Sell |
2,500
-380
| -13% | -$94.5K | 0.09% | 82 |
|
|
2024
Q4 | $633K | Hold |
2,880
| – | – | 0.1% | 78 |
|
|
2024
Q3 | $637K | Buy |
2,880
+900
| +45% | +$199K | 0.1% | 83 |
|
|
2024
Q2 | $343K | Hold |
1,980
| – | – | 0.06% | 107 |
|
|
2024
Q1 | $378K | Buy |
1,980
+622
| +46% | +$119K | 0.07% | 95 |
|
|
2023
Q4 | $222K | Sell |
1,358
-408
| -23% | -$66.8K | 0.05% | 107 |
|
|
2023
Q3 | $248K | Buy |
+1,766
| New | +$248K | 0.07% | 91 |
|