BlueSky 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 | $808K | Hold |
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|
2025
Q2 | $844K | Hold |
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|
2025
Q1 | $712K | Sell |
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|
2024
Q4 | $700K | Hold |
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|
2024
Q3 | $704K | Hold |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $496K | Sell |
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|
2023
Q4 | $429K | Buy |
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|
2023
Q3 | $364K | Hold |
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|
2023
Q2 | $347K | Buy |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $229K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $217K | Hold |
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|
2020
Q4 | $203K | Hold |
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|
2020
Q3 | $202K | Sell |
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|
2020
Q2 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Buy |
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|
2019
Q3 | $244K | Hold |
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|
2019
Q2 | $241K | Sell |
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|
2019
Q1 | $263K | Buy |
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|
2018
Q4 | $235K | Buy |
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