Avantax Advisory Services’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 | $26.7M | Sell |
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|
2025
Q1 | $23.8M | Sell |
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|
2024
Q4 | $21.9M | Buy |
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|
2024
Q3 | $21.3M | Buy |
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|
2024
Q2 | $16.5M | Buy |
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|
2024
Q1 | $10.5M | Buy |
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|
2023
Q4 | $8.33M | Buy |
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|
2023
Q3 | $6.77M | Sell |
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|
2023
Q2 | $6.51M | Sell |
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|
2023
Q1 | $6.52M | Buy |
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|
2022
Q4 | $6.01M | Buy |
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|
2022
Q3 | $4.7M | Buy |
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|
2022
Q2 | $5.15M | Buy |
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|
2022
Q1 | $4.59M | Buy |
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|
2021
Q4 | $4.58M | Buy |
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|
2021
Q3 | $4.32M | Sell |
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|
2021
Q2 | $4.75M | Buy |
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|
2021
Q1 | $3.47M | Buy |
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|
2020
Q4 | $2.91M | Sell |
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|
2020
Q3 | $6.23M | Buy |
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|
2020
Q2 | $2.74M | Sell |
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|
2020
Q1 | $3.31M | Buy |
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|
2019
Q4 | $3.76M | Buy |
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|
2019
Q3 | $2.65M | Buy |
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|
2019
Q2 | $1.59M | Buy |
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|
2019
Q1 | $1.45M | Buy |
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|
2018
Q4 | $1.02M | Buy |
|