FRG Family 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
Q2 | $278K | Hold |
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|
2025
Q1 | $234K | Hold |
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|
2024
Q4 | $207K | Sell |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $163K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $224K | Sell |
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|
2019
Q2 | $295K | Sell |
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|
2019
Q1 | $555K | Sell |
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|
2018
Q4 | $615K | Sell |
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|
2018
Q3 | $1.15M | Sell |
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|
2018
Q2 | $1.68M | Sell |
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|
2018
Q1 | $2.02M | Sell |
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|
2017
Q4 | $2.07M | Sell |
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|
2017
Q3 | $1.97M | Sell |
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|
2017
Q2 | $2.17M | Sell |
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|
2017
Q1 | $2.58M | Sell |
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|
2016
Q4 | $2.5M | Sell |
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|
2016
Q3 | $2.54M | Sell |
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|
2016
Q2 | $2.45M | Sell |
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|
2016
Q1 | $2.46M | Sell |
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|
2015
Q4 | $2.39M | Buy |
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