Atlas Private 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
Q2 | $605K | Buy |
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|
2025
Q1 | $494K | Buy |
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|
2024
Q4 | $375K | Buy |
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|
2024
Q3 | $375K | Buy |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $410K | Buy |
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|
2023
Q2 | $368K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $181K | Hold |
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|
2021
Q2 | $191K | Buy |
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|
2021
Q1 | $153K | Buy |
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|
2020
Q4 | $56K | Hold |
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|
2020
Q3 | $54K | Hold |
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|
2020
Q2 | $54K | Buy |
|