RDFA
Ritter Daniher Financial Advisory’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Hold |
1,082
| – | – | 0.08% | 69 |
|
|
2025
Q1 | $269K | Hold |
1,082
| – | – | 0.07% | 75 |
|
|
2024
Q4 | $238K | Buy |
1,082
+102
| +10% | +$22.4K | 0.07% | 79 |
|
|
2024
Q3 | $217K | Hold |
980
| – | – | 0.06% | 80 |
|
|
2024
Q2 | $170K | Hold |
980
| – | – | 0.05% | 81 |
|
|
2024
Q1 | $187K | Hold |
980
| – | – | 0.06% | 79 |
|
|
2023
Q4 | $160K | Hold |
980
| – | – | 0.06% | 86 |
|
|
2023
Q3 | $138K | Hold |
980
| – | – | 0.06% | 87 |
|
|
2023
Q2 | $131K | Hold |
980
| – | – | 0.05% | 85 |
|
|
2023
Q1 | $128K | Hold |
980
| – | – | 0.06% | 83 |
|
|
2022
Q4 | $138K | Hold |
980
| – | – | 0.07% | 82 |
|
|
2022
Q3 | $116K | Hold |
980
| – | – | 0.08% | 83 |
|
|
2022
Q2 | $138K | Hold |
980
| – | – | 0.1% | 72 |
|
|
2022
Q1 | $127K | Hold |
980
| – | – | 0.09% | 79 |
|
|
2021
Q4 | $131K | Hold |
980
| – | – | 0.09% | 79 |
|
|
2021
Q3 | $136K | Hold |
980
| – | – | 0.1% | 71 |
|
|
2021
Q2 | $144K | Hold |
980
| – | – | 0.11% | 66 |
|
|
2021
Q1 | $131K | Sell |
980
-200
| -17% | -$26.7K | 0.1% | 65 |
|
|
2020
Q4 | $149K | Buy |
+1,180
| New | +$149K | 0.13% | 59 |
|