Lifeworks 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 | $9.43M | Sell |
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|
2025
Q1 | $8.92M | Buy |
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|
2024
Q4 | $7.33M | Buy |
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|
2024
Q3 | $6.69M | Buy |
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|
2024
Q2 | $4.1M | Buy |
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|
2024
Q1 | $3.6M | Buy |
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|
2023
Q4 | $3.01M | Buy |
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|
2023
Q3 | $2.49M | Buy |
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|
2023
Q2 | $2.31M | Buy |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | $2.14M | Buy |
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|
2022
Q2 | $1.96M | Buy |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $612K | Buy |
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