HCR 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 | $503K | Hold |
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|
2025
Q2 | $517K | Sell |
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|
2025
Q1 | $510K | Buy |
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|
2024
Q4 | $385K | Sell |
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|
2024
Q3 | $388K | Hold |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $335K | Hold |
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|
2023
Q4 | $287K | Buy |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $207K | Sell |
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|
2021
Q3 | $214K | Hold |
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|
2021
Q2 | $225K | Hold |
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|
2021
Q1 | $205K | Sell |
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|
2020
Q4 | $626K | Buy |
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|
2020
Q3 | $602K | Hold |
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|
2020
Q2 | $586K | Sell |
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|
2020
Q1 | $549K | Sell |
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|
2019
Q4 | $718K | Buy |
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|
2019
Q3 | $344K | Sell |
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|
2019
Q2 | $757K | Sell |
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|
2019
Q1 | $3.23M | Buy |
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|
2018
Q4 | $377K | Buy |
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|
2018
Q3 | $406K | Sell |
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|
2018
Q2 | $441K | Buy |
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|
2018
Q1 | $407K | Buy |
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|
2017
Q4 | $407K | Sell |
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|
2017
Q3 | $388K | Buy |
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|
2017
Q2 | $307K | Sell |
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|
2017
Q1 | $367K | Buy |
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|
2016
Q4 | $349K | Buy |
|