EverSource Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
4,304
-338
| -7% | -$99.6K | 0.06% | 229 |
|
|
2025
Q1 | $1.15M | Buy |
4,642
+1,106
| +31% | +$275K | 0.06% | 220 |
|
|
2024
Q4 | $777K | Buy |
3,536
+872
| +33% | +$192K | 0.04% | 282 |
|
|
2024
Q3 | $589K | Buy |
2,664
+109
| +4% | +$24.1K | 0.04% | 299 |
|
|
2024
Q2 | $491K | Buy |
2,555
+150
| +6% | +$28.8K | 0.03% | 318 |
|
|
2024
Q1 | $400K | Buy |
2,405
+1,035
| +76% | +$172K | 0.03% | 317 |
|
|
2023
Q4 | $224K | Buy |
1,370
+23
| +2% | +$3.76K | 0.02% | 407 |
|
|
2023
Q3 | $189K | Sell |
1,347
-44
| -3% | -$6.17K | 0.02% | 410 |
|
|
2023
Q2 | $186K | Buy |
1,391
+130
| +10% | +$17.4K | 0.02% | 410 |
|
|
2023
Q1 | $165K | Sell |
1,261
-634
| -33% | -$83.1K | 0.02% | 410 |
|
|
2022
Q4 | $267K | Buy |
1,895
+1,306
| +222% | +$184K | 0.04% | 303 |
|
|
2022
Q3 | $70K | Buy |
589
+53
| +10% | +$6.3K | 0.02% | 538 |
|
|
2022
Q2 | $76K | Buy |
536
+82
| +18% | +$11.6K | 0.02% | 461 |
|
|
2022
Q1 | $59K | Sell |
454
-28
| -6% | -$3.64K | 0.02% | 438 |
|
|
2021
Q4 | $64K | Buy |
+482
| New | +$64K | 0.02% | 377 |
|