Legacy Financial 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
Q2 | $2.39M | Buy |
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2025
Q1 | $1.99M | Buy |
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2024
Q4 | $1.64M | Buy |
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2024
Q3 | $1.53M | Buy |
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2024
Q2 | $1.1M | Buy |
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2024
Q1 | $1.19M | Buy |
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2023
Q4 | $1.01M | Buy |
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2023
Q3 | $838K | Buy |
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2023
Q2 | $772K | Sell |
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2023
Q1 | $761K | Sell |
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2022
Q4 | $1.05M | Buy |
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2022
Q3 | $676K | Sell |
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2022
Q2 | $919K | Buy |
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2022
Q1 | $703K | Buy |
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2021
Q4 | $271K | Buy |
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2021
Q3 | $256K | Sell |
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2021
Q2 | $277K | Sell |
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2021
Q1 | $308K | Buy |
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2020
Q4 | $255K | Sell |
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2020
Q3 | $338K | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $410K | Sell |
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2019
Q3 | $520K | Sell |
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2019
Q2 | $520K | Sell |
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2019
Q1 | $562K | Sell |
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2018
Q4 | $457K | Sell |
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2018
Q3 | $610K | Buy |
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2018
Q2 | $580K | Sell |
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2018
Q1 | $653K | Sell |
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2017
Q4 | $661K | Buy |
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