Monograph 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
Q2 | $447K | Sell |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $645K | Buy |
|
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|
2024
Q2 | $416K | Sell |
|
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|
2024
Q1 | $2.55M | Buy |
|
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|
2023
Q4 | $411K | Buy |
|
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|
2023
Q3 | $330K | Buy |
|
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | $306K | Buy |
|
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|
2022
Q4 | $224K | Sell |
|
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $244K | Buy |
|