Heritage 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 | $1.05M | Sell |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $926K | Sell |
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|
2024
Q4 | $832K | Sell |
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|
2024
Q3 | $901K | Buy |
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|
2024
Q2 | $644K | Sell |
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|
2024
Q1 | $800K | Sell |
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|
2023
Q4 | $717K | Buy |
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|
2023
Q3 | $585K | Hold |
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|
2023
Q2 | $558K | Sell |
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|
2023
Q1 | $548K | Buy |
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|
2022
Q4 | $588K | Sell |
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|
2022
Q3 | $498K | Sell |
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|
2022
Q2 | $600K | Hold |
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|
2022
Q1 | $553K | Sell |
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|
2021
Q4 | $692K | Sell |
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|
2021
Q3 | $719K | Buy |
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|
2021
Q2 | $733K | Sell |
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|
2021
Q1 | $681K | Sell |
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|
2020
Q4 | $645K | Sell |
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|
2020
Q3 | $632K | Hold |
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|
2020
Q2 | $627K | Sell |
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|
2020
Q1 | $588K | Buy |
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|
2019
Q4 | $577K | Sell |
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|
2019
Q3 | $638K | Buy |
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|
2019
Q2 | $547K | Hold |
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|
2019
Q1 | $560K | Sell |
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|
2018
Q4 | $466K | Buy |
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|
2018
Q3 | $611K | Sell |
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|
2018
Q2 | $642K | Sell |
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|
2018
Q1 | $748K | Sell |
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|
2017
Q4 | $762K | Buy |
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|
2017
Q3 | $707K | Buy |
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|
2017
Q2 | $741K | Buy |
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|
2017
Q1 | $820K | Sell |
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|
2016
Q4 | $792K | Sell |
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|
2016
Q3 | $823K | Sell |
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|
2016
Q2 | $913K | Buy |
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|
2016
Q1 | $877K | Hold |
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|
2015
Q4 | $798K | Sell |
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|
2015
Q3 | $871K | Sell |
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|
2015
Q2 | $982K | Buy |
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|
2015
Q1 | $965K | Buy |
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|
2014
Q4 | $953K | Buy |
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|
2014
Q3 | $891K | Sell |
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|
2014
Q2 | $853K | Buy |
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|
2014
Q1 | $902K | Sell |
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|
2013
Q4 | $888K | Buy |
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