Financial Engines 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 | $3.18M | Buy |
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|
2025
Q2 | $3M | Buy |
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|
2025
Q1 | $2.42M | Sell |
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|
2024
Q4 | $2.29M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $976K | Buy |
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|
2024
Q1 | $993K | Buy |
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|
2023
Q4 | $546K | Sell |
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|
2023
Q3 | $706K | Buy |
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|
2023
Q2 | $568K | Buy |
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|
2023
Q1 | $472K | Buy |
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|
2022
Q4 | $474K | Buy |
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|
2022
Q3 | $374K | Sell |
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|
2022
Q2 | $485K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $381K | Sell |
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|
2021
Q3 | $484K | Sell |
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|
2021
Q2 | $771K | Sell |
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|
2021
Q1 | $821K | Buy |
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|
2020
Q4 | $467K | Sell |
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|
2020
Q3 | $799K | Buy |
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|
2020
Q2 | $418K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $77K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3K | Buy |
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