Foster Victor 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 | $15.7M | Buy |
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|
2025
Q2 | $525K | Hold |
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|
2025
Q1 | $426K | Sell |
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|
2024
Q4 | $466K | Buy |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q3 | $244K | Sell |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $278K | Sell |
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|
2021
Q2 | $307K | Hold |
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|
2021
Q1 | $275K | Hold |
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|
2020
Q4 | $264K | Buy |
|