Kestra Advisory Services’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 | $51.3M | Sell |
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|
2025
Q2 | $58.8M | Buy |
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|
2025
Q1 | $42.3M | Sell |
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|
2024
Q4 | $42M | Buy |
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|
2024
Q3 | $39.2M | Sell |
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|
2024
Q2 | $30.2M | Buy |
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|
2024
Q1 | $33.3M | Buy |
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|
2023
Q4 | $23M | Buy |
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|
2023
Q3 | $18.1M | Sell |
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|
2023
Q2 | $18.7M | Buy |
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|
2023
Q1 | $16.7M | Sell |
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|
2022
Q4 | $21.3M | Buy |
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|
2022
Q3 | $17.5M | Buy |
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|
2022
Q2 | $19.8M | Buy |
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|
2022
Q1 | $15.7M | Buy |
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|
2021
Q4 | $15.8M | Buy |
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|
2021
Q3 | $14.5M | Sell |
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|
2021
Q2 | $16.4M | Buy |
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|
2021
Q1 | $14M | Sell |
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|
2020
Q4 | $13.8M | Buy |
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|
2020
Q3 | $9.72M | Buy |
|