LifeGuide 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 | $910K | Hold |
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|
2025
Q1 | $768K | Hold |
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|
2024
Q4 | $679K | Hold |
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|
2024
Q3 | $683K | Sell |
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|
2024
Q2 | $681K | Buy |
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|
2024
Q1 | $747K | Hold |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $531K | Buy |
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|
2023
Q1 | $508K | Buy |
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|
2022
Q4 | $499K | Buy |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $249K | Buy |
|