Archvest Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
4,054
+10
| +0.2% | +$2.95K | 1.04% | 24 |
|
|
2025
Q1 | $1.01M | Buy |
4,044
+10
| +0.2% | +$2.49K | 0.83% | 28 |
|
|
2024
Q4 | $887K | Buy |
4,034
+11
| +0.3% | +$2.42K | 0.64% | 29 |
|
|
2024
Q3 | $889K | Buy |
4,023
+2,162
| +116% | +$478K | 0.56% | 30 |
|
|
2024
Q2 | $326K | Buy |
1,861
+15
| +0.8% | +$2.63K | 0.22% | 49 |
|
|
2024
Q1 | $350K | Buy |
+1,846
| New | +$350K | 0.25% | 45 |
|