TA
TFG Advisers’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
12,401
+316
| +3% | +$93.2K | 1.25% | 14 |
|
|
2025
Q1 | $3M | Buy |
12,085
+535
| +5% | +$133K | 1.09% | 22 |
|
|
2024
Q4 | $2.54M | Buy |
11,550
+756
| +7% | +$166K | 0.91% | 28 |
|
|
2024
Q3 | $2.39M | Buy |
10,794
+751
| +7% | +$166K | 0.86% | 29 |
|
|
2024
Q2 | $1.74M | Buy |
10,043
+830
| +9% | +$144K | 0.67% | 41 |
|
|
2024
Q1 | $1.76M | Buy |
9,213
+776
| +9% | +$148K | 0.69% | 39 |
|
|
2023
Q4 | $1.38M | Buy |
8,437
+899
| +12% | +$147K | 0.58% | 53 |
|
|
2023
Q3 | $1.06M | Buy |
7,538
+786
| +12% | +$110K | 0.5% | 59 |
|
|
2023
Q2 | $903K | Buy |
6,752
+540
| +9% | +$72.3K | 0.41% | 67 |
|
|
2023
Q1 | $814K | Buy |
6,212
+1,369
| +28% | +$179K | 0.39% | 73 |
|
|
2022
Q4 | $682K | Buy |
4,843
+1,685
| +53% | +$237K | 0.35% | 76 |
|
|
2022
Q3 | $375K | Buy |
3,158
+687
| +28% | +$81.6K | 0.21% | 118 |
|
|
2022
Q2 | $349K | Buy |
2,471
+509
| +26% | +$71.9K | 0.19% | 124 |
|
|
2022
Q1 | $255K | Buy |
1,962
+40
| +2% | +$5.2K | 0.12% | 175 |
|
|
2021
Q4 | $257K | Buy |
1,922
+25
| +1% | +$3.34K | 0.11% | 182 |
|
|
2021
Q3 | $264K | Buy |
1,897
+212
| +13% | +$29.5K | 0.13% | 165 |
|
|
2021
Q2 | $247K | Buy |
1,685
+13
| +0.8% | +$1.91K | 0.12% | 173 |
|
|
2021
Q1 | $223K | Buy |
1,672
+55
| +3% | +$7.34K | 0.12% | 177 |
|
|
2020
Q4 | $203K | Sell |
1,617
-621
| -28% | -$78K | 0.11% | 180 |
|
|
2020
Q3 | $272K | Buy |
2,238
+130
| +6% | +$15.8K | 0.16% | 141 |
|
|
2020
Q2 | $254K | Buy |
2,108
+29
| +1% | +$3.49K | 0.16% | 136 |
|
|
2020
Q1 | $230K | Buy |
2,079
+12
| +0.6% | +$1.33K | 0.18% | 129 |
|
|
2019
Q4 | $277K | Sell |
2,067
-251
| -11% | -$33.6K | 0.16% | 133 |
|
|
2019
Q3 | $337K | Buy |
2,318
+170
| +8% | +$24.7K | 0.22% | 117 |
|
|
2019
Q2 | $296K | Buy |
2,148
+148
| +7% | +$20.4K | 0.2% | 124 |
|
|
2019
Q1 | $282K | Buy |
2,000
+32
| +2% | +$4.51K | 0.2% | 126 |
|
|
2018
Q4 | $223K | Buy |
+1,968
| New | +$223K | 0.19% | 133 |
|