LVW 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 | $739K | Sell |
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|
2025
Q2 | $958K | Buy |
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|
2025
Q1 | $542K | Buy |
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|
2024
Q4 | $412K | Sell |
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|
2024
Q3 | $481K | Buy |
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|
2024
Q2 | $301K | Buy |
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|
2024
Q1 | $330K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $249K | Sell |
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|
2015
Q4 | $234K | Buy |
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|
2015
Q3 | $201K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $889K | Buy |
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|
2014
Q4 | $824K | Buy |
|