Evergreen Wealth 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
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.2M | Sell |
|
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|
2024
Q2 | $1.11M | Buy |
|
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|
2024
Q1 | $909K | Sell |
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|
2023
Q4 | $838K | Buy |
|
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|
2023
Q3 | $687K | Buy |
|
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|
2023
Q2 | $615K | Buy |
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|
2023
Q1 | $528K | Sell |
|
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|
2022
Q4 | $592K | Sell |
|
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|
2022
Q3 | $544K | Sell |
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|
2022
Q2 | $928K | Sell |
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|
2022
Q1 | $888K | Sell |
|
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|
2021
Q4 | $915K | Buy |
|