Foster Victor Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
1,810
| – | – | 0.04% | 139 |
|
|
2025
Q1 | $426K | Sell |
1,810
-261
| -13% | -$61.5K | 0.03% | 142 |
|
|
2024
Q4 | $466K | Buy |
2,071
+10
| +0.5% | +$2.25K | 0.04% | 133 |
|
|
2024
Q3 | $483K | Buy |
2,061
+100
| +5% | +$23.4K | 0.04% | 132 |
|
|
2024
Q2 | $364K | Sell |
1,961
-30
| -2% | -$5.57K | 0.03% | 142 |
|
|
2024
Q1 | $370K | Sell |
1,991
-19
| -0.9% | -$3.53K | 0.03% | 126 |
|
|
2023
Q4 | $324K | Buy |
2,010
+5
| +0.2% | +$806 | 0.03% | 126 |
|
|
2023
Q3 | $285K | Hold |
2,005
| – | – | 0.03% | 124 |
|
|
2023
Q2 | $269K | Hold |
2,005
| – | – | 0.03% | 132 |
|
|
2023
Q1 | $264K | Hold |
2,005
| – | – | 0.03% | 135 |
|
|
2022
Q4 | $288K | Buy |
2,005
+5
| +0.3% | +$719 | 0.04% | 126 |
|
|
2022
Q3 | $244K | Sell |
2,000
-29
| -1% | -$3.54K | 0.04% | 127 |
|
|
2022
Q2 | $280K | Buy |
2,029
+29
| +1% | +$4K | 0.04% | 117 |
|
|
2022
Q1 | $259K | Hold |
2,000
| – | – | 0.04% | 118 |
|
|
2021
Q4 | $267K | Sell |
2,000
-92
| -4% | -$12.3K | 0.04% | 124 |
|
|
2021
Q3 | $278K | Sell |
2,092
-99
| -5% | -$13.2K | 0.04% | 118 |
|
|
2021
Q2 | $307K | Hold |
2,191
| – | – | 0.05% | 118 |
|
|
2021
Q1 | $275K | Hold |
2,191
| – | – | 0.05% | 119 |
|
|
2020
Q4 | $264K | Buy |
+2,191
| New | +$264K | 0.06% | 120 |
|