Inspirion 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 | – | Sell |
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|
2025
Q2 | $243K | Sell |
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|
2025
Q1 | $218K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $240K | Hold |
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|
2020
Q3 | $232K | Hold |
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|
2020
Q2 | $230K | Hold |
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|
2020
Q1 | $211K | Buy |
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|
2019
Q4 | $239K | Hold |
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|
2019
Q3 | $260K | Hold |
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|
2019
Q2 | $246K | Hold |
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|
2019
Q1 | $252K | Hold |
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|
2018
Q4 | $203K | Sell |
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|
2018
Q3 | $300K | Sell |
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|
2018
Q2 | $333K | Hold |
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|
2018
Q1 | $366K | Sell |
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|
2017
Q4 | $370K | Hold |
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|
2017
Q3 | $350K | Sell |
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|
2017
Q2 | $479K | Hold |
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|
2017
Q1 | $542K | Hold |
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|
2016
Q4 | $516K | Buy |
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|
2016
Q3 | $424K | Buy |
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|
2016
Q2 | $398K | Hold |
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|
2016
Q1 | $397K | Hold |
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|
2015
Q4 | $361K | Sell |
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|
2015
Q3 | $612K | Buy |
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|
2015
Q2 | $587K | Sell |
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|
2015
Q1 | $611K | Hold |
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|
2014
Q4 | $611K | Buy |
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