Ballast 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 | $585K | Sell |
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|
2025
Q1 | $584K | Sell |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $556K | Sell |
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|
2024
Q2 | $480K | Sell |
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|
2024
Q1 | $547K | Buy |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $433K | Sell |
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|
2023
Q1 | $435K | Sell |
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|
2022
Q4 | $468K | Sell |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $484K | Buy |
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|
2022
Q1 | $421K | Buy |
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|
2021
Q4 | $417K | Sell |
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|
2021
Q3 | $416K | Sell |
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|
2021
Q2 | $441K | Sell |
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|
2021
Q1 | $417K | Buy |
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|
2020
Q4 | $387K | Hold |
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|
2020
Q3 | $374K | Sell |
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|
2020
Q2 | $400K | Sell |
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|
2020
Q1 | $370K | Hold |
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|
2019
Q4 | $447K | Buy |
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