Foundations Investment 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 | $16.5M | Buy |
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|
2025
Q1 | $10.9M | Buy |
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|
2024
Q4 | $8.38M | Buy |
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|
2024
Q3 | $6.7M | Buy |
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|
2024
Q2 | $4.96M | Buy |
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|
2024
Q1 | $5.33M | Buy |
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|
2023
Q4 | $5.17M | Sell |
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|
2023
Q3 | $3.98M | Buy |
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|
2023
Q2 | $3.72M | Buy |
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|
2023
Q1 | $3.48M | Buy |
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|
2022
Q4 | $2.66M | Buy |
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|
2022
Q3 | $571K | Buy |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $294K | Buy |
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