Encompass Wealth 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 | $353K | Buy |
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|
2025
Q1 | $296K | Sell |
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|
2024
Q4 | $310K | Sell |
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|
2024
Q3 | $731K | Buy |
|
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|
2024
Q2 | $544K | Sell |
|
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|
2024
Q1 | $634K | Buy |
|
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|
2023
Q4 | $543K | Buy |
|
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|
2023
Q3 | $465K | Buy |
|
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $414K | Buy |
|
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|
2022
Q4 | $444K | Buy |
|
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|
2022
Q3 | $374K | Buy |
|
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $413K | Buy |
|
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|
2021
Q3 | $291K | Buy |
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|
2021
Q2 | $276K | Buy |
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|
2021
Q1 | $274K | Buy |
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|
2020
Q4 | $231K | Buy |
|