Core 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 | $2.11M | Sell |
|
|||||
|
2025
Q1 | $1.86M | Sell |
|
|||||
|
2024
Q4 | $1.94M | Sell |
|
|||||
|
2024
Q3 | $1.97M | Sell |
|
|||||
|
2024
Q2 | $1.59M | Sell |
|
|||||
|
2024
Q1 | $2.18M | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $5.05K | Hold |
|
|||||
|
2023
Q2 | $4.82K | Hold |
|
|||||
|
2023
Q1 | $4.72K | Hold |
|
|||||
|
2022
Q4 | $5.07K | Buy |
|