Blodgett 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
Q3 | $449K | Hold |
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|
2025
Q2 | $470K | Hold |
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|
2025
Q1 | $396K | Hold |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $358K | Hold |
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|
2024
Q2 | $280K | Hold |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $251K | Hold |
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $271K | Hold |
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|
2022
Q1 | $249K | Hold |
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|
2021
Q4 | $256K | Buy |
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