Balboa Wealth 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 | $1.06M | Buy |
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|
2025
Q1 | $488K | Sell |
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|
2024
Q4 | $497K | Sell |
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $263K | Buy |
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|
2024
Q1 | $284K | Buy |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $289K | Sell |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $354K | Buy |
|