Lineweaver Wealth 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 | $1.86M | Buy |
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|
2025
Q2 | $673K | Sell |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $511K | Buy |
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|
2024
Q3 | $513K | Buy |
|
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|
2024
Q2 | $400K | Sell |
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|
2024
Q1 | $444K | Sell |
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|
2023
Q4 | $533K | Sell |
|
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $2.21M | Buy |
|
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|
2023
Q1 | $2.14M | Buy |
|
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|
2022
Q4 | $2.17M | Sell |
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|
2022
Q3 | $1.86M | Buy |
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|
2022
Q2 | $215K | Buy |
|