XF
XML Financial’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
34,554
-28
| -0.1% | -$8.25K | 0.88% | 32 |
|
|
2025
Q1 | $8.6M | Buy |
34,582
+529
| +2% | +$132K | 0.8% | 34 |
|
|
2024
Q4 | $7.49M | Sell |
34,053
-371
| -1% | -$81.6K | 0.69% | 41 |
|
|
2024
Q3 | $7.61M | Sell |
34,424
-273
| -0.8% | -$60.4K | 0.71% | 38 |
|
|
2024
Q2 | $6M | Sell |
34,697
-1,593
| -4% | -$276K | 0.6% | 48 |
|
|
2024
Q1 | $6.93M | Sell |
36,290
-5,733
| -14% | -$1.09M | 0.71% | 38 |
|
|
2023
Q4 | $6.87M | Buy |
42,023
+93
| +0.2% | +$15.2K | 0.72% | 43 |
|
|
2023
Q3 | $5.88M | Sell |
41,930
-725
| -2% | -$102K | 0.71% | 45 |
|
|
2023
Q2 | $5.71M | Buy |
42,655
+403
| +1% | +$53.9K | 0.66% | 46 |
|
|
2023
Q1 | $5.54M | Buy |
42,252
+337
| +0.8% | +$44.2K | 0.67% | 48 |
|
|
2022
Q4 | $5.91M | Buy |
41,915
+884
| +2% | +$125K | 0.74% | 45 |
|
|
2022
Q3 | $4.88M | Buy |
41,031
+39,164
| +2,098% | +$4.65M | 0.68% | 46 |
|
|
2022
Q2 | $264K | Sell |
1,867
-37,679
| -95% | -$5.33M | 0.06% | 184 |
|
|
2022
Q1 | $5.14M | Sell |
39,546
-3
| -0% | -$390 | 0.61% | 53 |
|
|
2021
Q4 | $5.29M | Sell |
39,549
-308
| -0.8% | -$41.2K | 0.64% | 50 |
|
|
2021
Q3 | $5.54M | Buy |
39,857
+36,859
| +1,229% | +$5.12M | 0.74% | 40 |
|
|
2021
Q2 | $439K | Buy |
2,998
+300
| +11% | +$43.9K | 0.1% | 151 |
|
|
2021
Q1 | $360K | Sell |
2,698
-313
| -10% | -$41.8K | 0.09% | 154 |
|
|
2020
Q4 | $379K | Buy |
3,011
+538
| +22% | +$67.7K | 0.1% | 149 |
|
|
2020
Q3 | $301K | Sell |
2,473
-149
| -6% | -$18.1K | 0.09% | 148 |
|
|
2020
Q2 | $317K | Buy |
2,622
+19
| +0.7% | +$2.3K | 0.11% | 141 |
|
|
2020
Q1 | $289K | Buy |
2,603
+218
| +9% | +$24.2K | 0.12% | 124 |
|
|
2019
Q4 | $320K | Buy |
+2,385
| New | +$320K | 0.12% | 133 |
|