Bellwether Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24K | Buy |
+11
| New | +$3.24K | ﹤0.01% | 460 |
|
|
2023
Q2 | – | Sell |
-40
| Closed | -$5.24K | – | 261 |
|
|
2023
Q1 | $5.24K | Hold |
40
| – | – | ﹤0.01% | 303 |
|
|
2022
Q4 | $5.64K | Hold |
40
| – | – | ﹤0.01% | 304 |
|
|
2022
Q3 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 337 |
|
|
2022
Q2 | – | Sell |
-57
| Closed | -$7K | – | 484 |
|
|
2022
Q1 | $7K | Hold |
57
| – | – | ﹤0.01% | 332 |
|
|
2021
Q4 | $7K | Sell |
57
-3
| -5% | -$368 | ﹤0.01% | 357 |
|
|
2021
Q3 | $7K | Buy |
60
+6
| +11% | +$700 | ﹤0.01% | 332 |
|
|
2021
Q2 | $7K | Hold |
54
| – | – | ﹤0.01% | 289 |
|
|
2021
Q1 | $6K | Hold |
54
| – | – | ﹤0.01% | 286 |
|
|
2020
Q4 | $6K | Buy |
+54
| New | +$6K | ﹤0.01% | 260 |
|