Financial 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 | $710K | Hold |
|
|||||
|
2025
Q1 | $599K | Buy |
|
|||||
|
2024
Q4 | $518K | Buy |
|
|||||
|
2024
Q3 | $439K | Hold |
|
|||||
|
2024
Q2 | $343K | Hold |
|
|||||
|
2024
Q1 | $379K | Hold |
|
|||||
|
2023
Q4 | $325K | Sell |
|
|||||
|
2023
Q3 | $692K | Buy |
|
|||||
|
2023
Q2 | $306K | Buy |
|
|||||
|
2023
Q1 | $200K | Hold |
|
|||||
|
2022
Q4 | $215K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $245K | Hold |
|
|||||
|
2022
Q1 | $225K | Buy |
|
|||||
|
2021
Q4 | $209K | Sell |
|
|||||
|
2021
Q3 | $217K | Hold |
|
|||||
|
2021
Q2 | $229K | Sell |
|
|||||
|
2021
Q1 | $232K | Sell |
|
|||||
|
2020
Q4 | $226K | Buy |
|