Dynamic Advisor Solutions’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 | $8.71M | Buy |
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|
2025
Q2 | $8.95M | Sell |
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|
2025
Q1 | $8.51M | Sell |
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|
2024
Q4 | $8.17M | Sell |
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|
2024
Q3 | $8.24M | Buy |
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|
2024
Q2 | $6.42M | Buy |
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|
2024
Q1 | $3.34M | Sell |
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|
2023
Q4 | $3.32M | Buy |
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|
2023
Q3 | $2.88M | Buy |
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|
2023
Q2 | $2.66M | Sell |
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|
2023
Q1 | $4.4M | Sell |
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|
2022
Q4 | $5.29M | Buy |
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|
2022
Q3 | $3.88M | Buy |
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|
2022
Q2 | $3.27M | Buy |
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|
2022
Q1 | $2.57M | Buy |
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|
2021
Q4 | $1.78M | Sell |
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|
2021
Q3 | $2.56M | Buy |
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|
2021
Q2 | $1.92M | Buy |
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|
2021
Q1 | $1.72M | Buy |
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|
2020
Q4 | $403K | Buy |
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|
2020
Q3 | $387K | Buy |
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|
2020
Q2 | $384K | Buy |
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|
2020
Q1 | $346K | Buy |
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|
2019
Q4 | $344K | Sell |
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|
2019
Q3 | $376K | Buy |
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|
2019
Q2 | $350K | Buy |
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|
2019
Q1 | $249K | Sell |
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|
2018
Q4 | $243K | Sell |
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|
2018
Q3 | $681K | Sell |
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|
2018
Q2 | $2.25M | Sell |
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|
2018
Q1 | $2.51M | Buy |
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|
2017
Q4 | $2.43M | Buy |
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|
2017
Q3 | $2.29M | Buy |
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|
2017
Q2 | $826K | Sell |
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|
2017
Q1 | $1.7M | Buy |
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|
2016
Q4 | $1.28M | Buy |
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|
2016
Q3 | $767K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $266K | Sell |
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|
2015
Q1 | $905K | Buy |
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|
2014
Q4 | $491K | Buy |
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|
2014
Q3 | $572K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $790K | Buy |
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|
2013
Q4 | $524K | Buy |
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