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Doliver Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
1,201
| – | – | 0.1% | 132 |
|
|
2025
Q1 | $299K | Buy |
1,201
+258
| +27% | +$64.2K | 0.08% | 137 |
|
|
2024
Q4 | $207K | Hold |
943
| – | – | 0.06% | 153 |
|
|
2024
Q3 | $208K | Buy |
+943
| New | +$208K | 0.06% | 147 |
|
|
2024
Q2 | – | Sell |
-1,084
| Closed | -$207K | – | 149 |
|
|
2024
Q1 | $207K | Buy |
+1,084
| New | +$207K | 0.06% | 139 |
|
|
2022
Q4 | – | Sell |
-3,021
| Closed | -$359K | – | 154 |
|
|
2022
Q3 | $359K | Sell |
3,021
-100
| -3% | -$11.9K | 0.13% | 96 |
|
|
2022
Q2 | $441K | Buy |
3,121
+1,375
| +79% | +$194K | 0.16% | 95 |
|
|
2022
Q1 | $227K | Buy |
1,746
+23
| +1% | +$2.99K | 0.07% | 153 |
|
|
2021
Q4 | $236K | Buy |
1,723
+42
| +2% | +$5.75K | 0.07% | 134 |
|
|
2021
Q3 | $234K | Hold |
1,681
| – | – | 0.08% | 147 |
|
|
2021
Q2 | $246K | Buy |
+1,681
| New | +$246K | 0.08% | 127 |
|
|
2019
Q4 | – | Sell |
-1,452
| Closed | -$208K | – | 157 |
|
|
2019
Q3 | $208K | Sell |
1,452
-4
| -0.3% | -$573 | 0.08% | 104 |
|
|
2019
Q2 | $201K | Hold |
1,456
| – | – | 0.08% | 113 |
|
|
2019
Q1 | $205K | Buy |
+1,456
| New | +$205K | 0.08% | 96 |
|
|
2018
Q4 | – | Sell |
-1,695
| Closed | -$256K | – | 183 |
|
|
2018
Q3 | $256K | Buy |
+1,695
| New | +$256K | 0.11% | 122 |
|