Heartwood 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 | $1.55M | Buy |
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|
2025
Q2 | $1.55M | Buy |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $979K | Buy |
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|
2023
Q3 | $811K | Sell |
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|
2023
Q2 | $862K | Buy |
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|
2023
Q1 | $772K | Buy |
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|
2022
Q4 | $690K | Sell |
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|
2022
Q3 | $602K | Buy |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $538K | Buy |
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|
2021
Q4 | $392K | Buy |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $374K | Buy |
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