Burt 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 | $1.68M | Sell |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.33M | Hold |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $981K | Buy |
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|
2023
Q3 | $841K | Buy |
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|
2023
Q2 | $802K | Sell |
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|
2023
Q1 | $786K | Buy |
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|
2022
Q4 | $843K | Buy |
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|
2022
Q3 | $651K | Buy |
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|
2022
Q2 | $655K | Buy |
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|
2022
Q1 | $602K | Buy |
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|
2021
Q4 | $619K | Sell |
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|
2021
Q3 | $642K | Buy |
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|
2021
Q2 | $677K | Buy |
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|
2021
Q1 | $615K | Sell |
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|
2020
Q4 | $609K | Buy |
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|
2020
Q3 | $588K | Sell |
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|
2020
Q2 | $596K | Buy |
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|
2020
Q1 | $547K | Buy |
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|
2019
Q4 | $660K | Sell |
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|
2019
Q3 | $721K | Sell |
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|
2019
Q2 | $685K | Buy |
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|
2019
Q1 | $701K | Buy |
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|
2018
Q4 | $564K | Sell |
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|
2018
Q3 | $857K | Sell |
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|
2018
Q2 | $838K | Sell |
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|
2018
Q1 | $936K | Sell |
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|
2017
Q4 | $942K | Buy |
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|
2017
Q3 | $875K | Sell |
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|
2017
Q2 | $987K | Sell |
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|
2017
Q1 | $1.32M | Buy |
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|
2016
Q4 | $937K | Buy |
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|
2016
Q3 | $896K | Sell |
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|
2016
Q2 | $863K | Sell |
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|
2016
Q1 | $909K | Buy |
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|
2015
Q4 | $818K | Sell |
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|
2015
Q3 | $953K | Buy |
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|
2015
Q2 | $939K | Buy |
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|
2015
Q1 | $927K | Sell |
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|
2014
Q4 | $936K | Buy |
|