Fragasso 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
Q3 | $571K | Sell |
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|
2025
Q2 | $599K | Buy |
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|
2025
Q1 | $417K | Buy |
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|
2024
Q4 | $347K | Buy |
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|
2024
Q3 | $338K | Sell |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $542K | Buy |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $297K | Buy |
|
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $272K | Sell |
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|
2021
Q3 | $389K | Buy |
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|
2021
Q2 | $409K | Sell |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $361K | Buy |
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|
2020
Q3 | $303K | Buy |
|
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|
2020
Q2 | $310K | Sell |
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|
2020
Q1 | $2.79M | Buy |
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|
2019
Q4 | $3.24M | Buy |
|
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|
2019
Q3 | $3.52M | Buy |
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|
2019
Q2 | $3.3M | Buy |
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|
2019
Q1 | $3.19M | Buy |
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|
2018
Q4 | $1.76M | Buy |
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|
2018
Q3 | $1.74M | Buy |
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|
2018
Q2 | $1.47M | Buy |
|
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|
2018
Q1 | $1.59M | Buy |
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|
2017
Q4 | $1.46M | Buy |
|
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|
2017
Q3 | $1.26M | Sell |
|
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|
2017
Q2 | $1.64M | Buy |
|
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|
2017
Q1 | $1.81M | Buy |
|
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.42M | Buy |
|
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|
2014
Q2 | $1.21M | Buy |
|
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|
2014
Q1 | $1.22M | Buy |
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|
2013
Q4 | $1.18M | Buy |
|