Benchmark Financial Wealth 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 | $247K | Buy |
|
|||||
|
2025
Q1 | $203K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $274K | Buy |
|
|||||
|
2022
Q2 | $313K | Buy |
|
|||||
|
2022
Q1 | $285K | Hold |
|
|||||
|
2021
Q4 | $293K | Sell |
|
|||||
|
2021
Q3 | $302K | Sell |
|
|||||
|
2021
Q2 | $341K | Buy |
|
|||||
|
2021
Q1 | $310K | Sell |
|
|||||
|
2020
Q4 | $295K | Buy |
|
|||||
|
2020
Q3 | $285K | Buy |
|
|||||
|
2020
Q2 | $283K | Buy |
|
|||||
|
2020
Q1 | $257K | Buy |
|
|||||
|
2019
Q4 | $310K | Buy |
|
|||||
|
2019
Q3 | $336K | Buy |
|
|||||
|
2019
Q2 | $318K | Sell |
|
|||||
|
2019
Q1 | $357K | Buy |
|
|||||
|
2018
Q4 | $285K | Buy |
|