Everhart Financial Group’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 | $2.03M | Sell |
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|
2025
Q2 | $2.12M | Buy |
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|
2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.24M | Buy |
|
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|
2024
Q2 | $847K | Buy |
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|
2024
Q1 | $863K | Buy |
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|
2023
Q4 | $686K | Buy |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $468K | Buy |
|
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|
2023
Q1 | $419K | Sell |
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|
2022
Q4 | $463K | Buy |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $575K | Buy |
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|
2022
Q1 | $261K | Buy |
|