Ownership history in IMZ Advisory Inc · 8 quarters on record
This page tracks every 13F SEC filing in which IMZ Advisory Inc reported a position in INTERNATIONAL BUSINESS MACHS (IBM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 3,837 | +1 | +0.0% | 0.42% | $1.1M | $294.53 |
| 2025 Q3 | REDUCED | 3,836 | -377 | -8.9% | 0.40% | $1.1M | $279.02 |
| 2025 Q2 | UNCHANGED | 4,213 | — | 0% | 0.48% | $1.2M | $289.54 |
| 2025 Q1 | ADDED | 4,213 | +1 | +0.0% | 0.48% | $1.0M | $242.63 |
| 2024 Q4 | UNCHANGED | 4,212 | — | 0% | 0.42% | $926K | $213.08 |
| 2024 Q3 | UNCHANGED | 4,212 | — | 0% | 0.44% | $952K | $212.61 |
| 2024 Q2 | REDUCED | 4,212 | -353 | -7.7% | 0.36% | $728K | $164.89 |
| 2024 Q1 | INITIATED | 4,565 | — | — | 0.45% | $872K | — |
As of 2025 Q4 — sorted by position size