Investment 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 | $773K | Sell |
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|
2025
Q1 | $653K | Sell |
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|
2024
Q4 | $582K | Sell |
|
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|
2024
Q3 | $699K | Buy |
|
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|
2024
Q2 | $493K | Buy |
|
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|
2024
Q1 | $433K | Buy |
|
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|
2023
Q4 | $368K | Sell |
|
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|
2023
Q3 | $328K | Buy |
|
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|
2023
Q2 | $308K | Buy |
|
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|
2023
Q1 | $273K | Hold |
|
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|
2022
Q4 | $294K | Hold |
|
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $217K | Buy |
|