IVC 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 | $1.73M | Buy |
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|
2025
Q2 | $1.8M | Sell |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $964K | Sell |
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|
2023
Q3 | $882K | Buy |
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|
2023
Q2 | $831K | Buy |
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|
2023
Q1 | $766K | Sell |
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|
2022
Q4 | $842K | Buy |
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|
2022
Q3 | $697K | Buy |
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|
2022
Q2 | $803K | Buy |
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|
2022
Q1 | $718K | Buy |
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|
2021
Q4 | $709K | Sell |
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|
2021
Q3 | $867K | Sell |
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|
2021
Q2 | $920K | Buy |
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|
2021
Q1 | $791K | Buy |
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|
2020
Q4 | $734K | Buy |
|