Guardian Wealth Advisors (North Carolina)’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 | $1.16M | Buy |
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|
2025
Q1 | $461K | Buy |
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|
2024
Q4 | $403K | Buy |
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|
2024
Q3 | $346K | Sell |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | $203K | Buy |
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