IBEX 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 | $18.9M | Sell |
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|
2025
Q1 | $17.2M | Buy |
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|
2024
Q4 | $14.1M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $7.33M | Buy |
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|
2024
Q1 | $4M | Buy |
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|
2023
Q4 | $6.7K | Sell |
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|
2023
Q3 | $5.82M | Buy |
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|
2023
Q1 | $3.89M | Buy |
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|
2022
Q4 | $4M | Buy |
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|
2022
Q3 | $3.34M | Buy |
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|
2022
Q2 | $3.94M | Buy |
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|
2022
Q1 | $384K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $18K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3.1M | Buy |
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|
2016
Q4 | $2.78M | Buy |
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