Elevation Wealth Partners’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 | $139K | Buy |
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|
2025
Q2 | $145K | Buy |
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|
2025
Q1 | $117K | Buy |
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|
2024
Q4 | $108K | Buy |
|
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|
2024
Q3 | $82.9K | Buy |
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|
2024
Q2 | $64.6K | Buy |
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|
2024
Q1 | $58.9K | Buy |
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|
2023
Q4 | $51.2K | Hold |
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|
2023
Q3 | $46.8K | Buy |
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|
2023
Q2 | $44.5K | Buy |
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|
2023
Q1 | $43.4K | Buy |
|