Delos 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 | $1.21M | Buy |
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|
2025
Q2 | $1.24M | Hold |
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|
2025
Q1 | $1.04M | Hold |
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|
2024
Q4 | $923K | Hold |
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|
2024
Q3 | $929K | Buy |
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|
2024
Q2 | $640K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $18.8K | Hold |
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|
2023
Q2 | $17.1K | Hold |
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|
2023
Q1 | $16.8K | Hold |
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|
2022
Q4 | $18K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $17K | Buy |
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