HHM 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
Q2 | $384K | Sell |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $317K | Buy |
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|
2024
Q3 | $262K | Sell |
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|
2024
Q2 | $213K | Buy |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q4 | $178K | Buy |
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|
2023
Q3 | $126K | Hold |
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|
2023
Q2 | $120K | Hold |
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|
2023
Q1 | $117K | Buy |
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|
2022
Q4 | $73.4K | Sell |
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|
2022
Q3 | $63K | Sell |
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|
2022
Q2 | $174K | Buy |
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|
2022
Q1 | $110K | Buy |
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|
2021
Q4 | $112K | Sell |
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|
2021
Q3 | $116K | Hold |
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|
2021
Q2 | $123K | Sell |
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|
2021
Q1 | $115K | Buy |
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|
2020
Q4 | $71K | Sell |
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|
2020
Q3 | $81K | Hold |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $74K | Buy |
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