Avantax Planning Partners’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 | $10.8M | Sell |
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|
2025
Q1 | $9.21M | Sell |
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|
2024
Q4 | $9.22M | Sell |
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|
2024
Q3 | $9.34M | Sell |
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|
2024
Q2 | $9.54M | Sell |
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|
2024
Q1 | $10.8M | Buy |
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|
2023
Q4 | $5M | Sell |
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|
2023
Q3 | $4.53M | Sell |
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|
2023
Q2 | $5.85M | Buy |
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|
2023
Q1 | $5.7M | Sell |
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|
2022
Q4 | $6.34M | Sell |
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|
2022
Q3 | $5.35M | Buy |
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|
2022
Q2 | $6.05M | Buy |
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|
2022
Q1 | $4.7M | Buy |
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|
2021
Q4 | $4.63M | Buy |
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|
2021
Q3 | $4.48M | Buy |
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|
2021
Q2 | $4.69M | Buy |
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|
2021
Q1 | $2.78M | Buy |
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|
2020
Q4 | $2.24M | Sell |
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|
2020
Q3 | $2.49M | Sell |
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|
2020
Q2 | $2.5M | Buy |
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|
2020
Q1 | $1.96M | Buy |
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|
2019
Q4 | $1.79M | Sell |
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|
2019
Q3 | $2.1M | Buy |
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|
2019
Q2 | $1.95M | Buy |
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|
2019
Q1 | $1.57M | Buy |
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|
2018
Q4 | $1.05M | Sell |
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|
2018
Q3 | $1.71M | Buy |
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|
2018
Q2 | $1.54M | Sell |
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|
2018
Q1 | $1.71M | Buy |
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|
2017
Q4 | $1.56M | Sell |
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|
2017
Q3 | $2.06M | Buy |
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|
2017
Q2 | $2.09M | Buy |
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|
2017
Q1 | $2.22M | Sell |
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|
2016
Q4 | $2.17M | Buy |
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