High Net Worth Advisory Group’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 | $1.54M | Sell |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $947K | Sell |
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|
2024
Q3 | $971K | Sell |
|
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|
2024
Q2 | $782K | Sell |
|
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.07M | Buy |
|
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|
2023
Q3 | $862K | Buy |
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|
2023
Q2 | $788K | Buy |
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|
2023
Q1 | $529K | Hold |
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|
2022
Q4 | $568K | Sell |
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|
2022
Q3 | $483K | Sell |
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|
2022
Q2 | $630K | Buy |
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|
2022
Q1 | $525K | Sell |
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|
2021
Q4 | $577K | Buy |
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