Journey Strategic Wealth’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 | $5.22M | Sell |
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|
2025
Q2 | $5.49M | Buy |
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|
2025
Q1 | $3.9M | Buy |
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|
2024
Q4 | $2.17M | Buy |
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|
2024
Q3 | $1.53M | Buy |
|
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|
2024
Q2 | $935K | Buy |
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|
2024
Q1 | $730K | Buy |
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|
2023
Q4 | $388K | Sell |
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|
2023
Q3 | $345K | Buy |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $592K | Sell |
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|
2022
Q4 | $639K | Buy |
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|
2022
Q3 | $485K | Buy |
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|
2022
Q2 | $278K | Sell |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $446K | Buy |
|