Amplius Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $456K | Sell |
|
|||||
|
2025
Q2 | $775K | Buy |
|
|||||
|
2025
Q1 | $645K | Sell |
|
|||||
|
2024
Q4 | $606K | Sell |
|
|||||
|
2024
Q3 | $662K | Buy |
|
|||||
|
2024
Q2 | $518K | Sell |
|
|||||
|
2024
Q1 | $829K | Buy |
|
|||||
|
2023
Q4 | $710K | Buy |
|
|||||
|
2023
Q3 | $603K | Buy |
|
|||||
|
2023
Q2 | $572K | Sell |
|
|||||
|
2023
Q1 | $573K | Sell |
|
|||||
|
2022
Q4 | $634K | Sell |
|
|||||
|
2022
Q3 | $542K | Buy |
|
|||||
|
2022
Q2 | $639K | Buy |
|
|||||
|
2022
Q1 | $499K | Buy |
|
|||||
|
2021
Q4 | $469K | Buy |
|