FSM 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 | $1.78M | Sell |
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|
2025
Q2 | $1.89M | Buy |
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|
2025
Q1 | $757K | Buy |
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|
2024
Q4 | $603K | Buy |
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|
2024
Q3 | $574K | Buy |
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|
2024
Q2 | $418K | Sell |
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|
2024
Q1 | $466K | Buy |
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|
2023
Q4 | $393K | Buy |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $328K | Sell |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | $337K | Sell |
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|
2022
Q3 | $341K | Buy |
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|
2022
Q2 | $215K | Buy |
|