Level 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
Q3 | $277K | Buy |
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|
2025
Q2 | $231K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $9.69K | Hold |
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|
2023
Q3 | $8.31K | Hold |
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|
2023
Q2 | $7.92K | Hold |
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|
2023
Q1 | $7.76K | Hold |
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|
2022
Q4 | $8K | Hold |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $8K | Sell |
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|
2021
Q4 | $15K | Buy |
|