DAS
Diversify Advisory Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
10,345
+3,154
| +44% | +$740K | 0.09% | 161 |
|
|
2025
Q1 | $1.72M | Buy |
7,191
+183
| +3% | +$43.8K | 0.11% | 136 |
|
|
2024
Q4 | $1.54M | Sell |
7,008
-8,081
| -54% | -$1.78M | 0.08% | 165 |
|
|
2024
Q3 | $3.5M | Sell |
15,089
-3,637
| -19% | -$845K | 0.19% | 96 |
|
|
2024
Q2 | $3.3M | Sell |
18,726
-5,651
| -23% | -$997K | 0.18% | 99 |
|
|
2024
Q1 | $4.63M | Buy |
+24,377
| New | +$4.63M | 0.27% | 79 |
|