LWM Advisory Services’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 | $641K | Sell |
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|
2025
Q1 | $556K | Sell |
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|
2024
Q4 | $493K | Buy |
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|
2024
Q3 | $364K | Buy |
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|
2024
Q2 | $221K | Sell |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $230K | Hold |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $308K | Sell |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $203K | Buy |
|