E&G 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
Q2 | $875K | Sell |
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|
2025
Q1 | $788K | Buy |
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|
2024
Q4 | $653K | Sell |
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|
2024
Q3 | $679K | Hold |
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|
2024
Q2 | $531K | Hold |
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|
2024
Q1 | $586K | Hold |
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|
2023
Q4 | $502K | Sell |
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|
2023
Q3 | $515K | Sell |
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|
2023
Q2 | $502K | Sell |
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|
2023
Q1 | $505K | Hold |
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|
2022
Q4 | $542K | Sell |
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|
2022
Q3 | $460K | Sell |
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|
2022
Q2 | $575K | Sell |
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|
2022
Q1 | $542K | Hold |
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|
2021
Q4 | $557K | Sell |
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|
2021
Q3 | $649K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $622K | Buy |
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|
2020
Q4 | $582K | Hold |
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|
2020
Q3 | $563K | Buy |
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|
2020
Q2 | $556K | Hold |
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|
2020
Q1 | $510K | Sell |
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|
2019
Q4 | $737K | Hold |
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|
2019
Q3 | $800K | Hold |
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|
2019
Q2 | $758K | Hold |
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|
2019
Q1 | $776K | Sell |
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|
2018
Q4 | $784K | Buy |
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|
2018
Q3 | $953K | Buy |
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|
2018
Q2 | $796K | Hold |
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|
2018
Q1 | $875K | Buy |
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|
2017
Q4 | $798K | Buy |
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|
2017
Q3 | $508K | Buy |
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|
2017
Q2 | $508K | Buy |
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|
2017
Q1 | $522K | Buy |
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