Detalus 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 | $418K | Hold |
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|
2025
Q2 | $437K | Hold |
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|
2025
Q1 | $369K | Buy |
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|
2024
Q4 | $324K | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.66M | Sell |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.57M | Buy |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $890K | Buy |
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|
2021
Q1 | $607K | Buy |
|