TFA
Toth Financial Advisory’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.61M | Buy |
29,216
+423
| +1% | +$125K | 1% | 32 |
|
|
2025
Q1 | $7.16M | Sell |
28,793
-2,074
| -7% | -$516K | 0.86% | 41 |
|
|
2024
Q4 | $6.79M | Sell |
30,867
-1,157
| -4% | -$254K | 0.8% | 45 |
|
|
2024
Q3 | $7.08M | Sell |
32,024
-152
| -0.5% | -$33.6K | 0.84% | 44 |
|
|
2024
Q2 | $5.56M | Sell |
32,176
-1,609
| -5% | -$278K | 0.71% | 50 |
|
|
2024
Q1 | $6.45M | Sell |
33,785
-4,906
| -13% | -$937K | 0.81% | 46 |
|
|
2023
Q4 | $6.33M | Sell |
38,691
-1,147
| -3% | -$188K | 0.86% | 40 |
|
|
2023
Q3 | $5.59M | Sell |
39,838
-1,549
| -4% | -$217K | 0.85% | 43 |
|
|
2023
Q2 | $5.54M | Sell |
41,387
-783
| -2% | -$105K | 0.8% | 44 |
|
|
2023
Q1 | $5.53M | Sell |
42,170
-324
| -0.8% | -$42.5K | 0.86% | 43 |
|
|
2022
Q4 | $5.99M | Sell |
42,494
-149
| -0.3% | -$21K | 0.97% | 40 |
|
|
2022
Q3 | $5.07M | Buy |
42,643
+948
| +2% | +$113K | 0.92% | 44 |
|
|
2022
Q2 | $5.89M | Buy |
41,695
+10,201
| +32% | +$1.44M | 1.03% | 37 |
|
|
2022
Q1 | $4.1M | Buy |
31,494
+6,000
| +24% | +$780K | 0.61% | 58 |
|
|
2021
Q4 | $3.41M | Sell |
25,494
-4,652
| -15% | -$622K | 0.46% | 72 |
|
|
2021
Q3 | $4.19M | Sell |
30,146
-2,263
| -7% | -$314K | 0.64% | 55 |
|
|
2021
Q2 | $4.75M | Buy |
32,409
+13,537
| +72% | +$1.98M | 0.73% | 49 |
|
|
2021
Q1 | $2.52M | Buy |
18,872
+94
| +0.5% | +$12.5K | 0.4% | 77 |
|
|
2020
Q4 | $2.36M | Sell |
18,778
-1,239
| -6% | -$156K | 0.41% | 74 |
|
|
2020
Q3 | $2.44M | Buy |
20,017
+3,886
| +24% | +$473K | 0.47% | 64 |
|
|
2020
Q2 | $1.95M | Sell |
16,131
-624
| -4% | -$75.4K | 0.42% | 67 |
|
|
2020
Q1 | $1.86M | Buy |
16,755
+4,818
| +40% | +$535K | 0.54% | 60 |
|
|
2019
Q4 | $1.6M | Sell |
11,937
-2,139
| -15% | -$287K | 0.32% | 77 |
|
|
2019
Q3 | $2.05M | Buy |
14,076
+2,349
| +20% | +$342K | 0.45% | 67 |
|
|
2019
Q2 | $1.62M | Buy |
11,727
+3,337
| +40% | +$460K | 0.36% | 71 |
|
|
2019
Q1 | $1.18M | Buy |
8,390
+402
| +5% | +$56.7K | 0.28% | 77 |
|
|
2018
Q4 | $908K | Sell |
7,988
-3,489
| -30% | -$397K | 0.25% | 76 |
|
|
2018
Q3 | $1.74M | Sell |
11,477
-368
| -3% | -$55.6K | 0.39% | 72 |
|
|
2018
Q2 | $1.66M | Sell |
11,845
-986
| -8% | -$138K | 0.39% | 74 |
|
|
2018
Q1 | $1.97M | Buy |
12,831
+935
| +8% | +$143K | 0.48% | 67 |
|
|
2017
Q4 | $1.83M | Sell |
11,896
-537
| -4% | -$82.4K | 0.43% | 69 |
|
|
2017
Q3 | $1.8M | Sell |
12,433
-2,555
| -17% | -$371K | 0.46% | 69 |
|
|
2017
Q2 | $2.31M | Sell |
14,988
-2,435
| -14% | -$375K | 0.6% | 60 |
|
|
2017
Q1 | $3.03M | Buy |
17,423
+756
| +5% | +$132K | 0.81% | 52 |
|
|
2016
Q4 | $2.77M | Buy |
16,667
+1,623
| +11% | +$269K | 0.79% | 51 |
|
|
2016
Q3 | $2.39M | Buy |
15,044
+95
| +0.6% | +$15.1K | 0.7% | 57 |
|
|
2016
Q2 | $2.27M | Sell |
14,949
-66
| -0.4% | -$10K | 0.69% | 57 |
|
|
2016
Q1 | $2.27M | Buy |
15,015
+801
| +6% | +$121K | 0.74% | 54 |
|
|
2015
Q4 | $1.96M | Sell |
14,214
-65
| -0.5% | -$8.95K | 0.65% | 58 |
|
|
2015
Q3 | $2.07M | Sell |
14,279
-1,278
| -8% | -$185K | 0.76% | 50 |
|
|
2015
Q2 | $2.53M | Sell |
15,557
-2,687
| -15% | -$437K | 0.84% | 47 |
|
|
2015
Q1 | $2.93M | Sell |
18,244
-3,021
| -14% | -$485K | 0.98% | 43 |
|
|
2014
Q4 | $3.41M | Sell |
21,265
-8,804
| -29% | -$1.41M | 1.18% | 38 |
|
|
2014
Q3 | $5.71M | Buy |
30,069
+983
| +3% | +$187K | 2.15% | 8 |
|
|
2014
Q2 | $5.27M | Sell |
29,086
-77
| -0.3% | -$14K | 2% | 14 |
|
|
2014
Q1 | $5.61M | Buy |
29,163
+557
| +2% | +$107K | 2.27% | 7 |
|
|
2013
Q4 | $5.37M | Buy |
28,606
+2,641
| +10% | +$495K | 2.28% | 9 |
|
|
2013
Q3 | $4.81M | Sell |
25,965
-821
| -3% | -$152K | 2.25% | 11 |
|
|
2013
Q2 | $5.12M | Buy |
+26,786
| New | +$5.12M | 2.52% | 7 |
|