EverSource 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
Q3 | $1.27M | Buy |
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|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $777K | Buy |
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|
2024
Q3 | $589K | Buy |
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|
2024
Q2 | $491K | Buy |
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|
2024
Q1 | $400K | Buy |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | $189K | Sell |
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|
2023
Q2 | $186K | Buy |
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|
2023
Q1 | $165K | Sell |
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|
2022
Q4 | $267K | Buy |
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|
2022
Q3 | $70K | Buy |
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|
2022
Q2 | $76K | Buy |
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|
2022
Q1 | $59K | Sell |
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|
2021
Q4 | $64K | Buy |
|