Motive Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
1,479
+60
| +4% | +$17.7K | 0.2% | 48 |
|
|
2025
Q1 | $353K | Sell |
1,419
-86
| -6% | -$21.4K | 0.19% | 51 |
|
|
2024
Q4 | $331K | Sell |
1,505
-54
| -3% | -$11.9K | 0.18% | 55 |
|
|
2024
Q3 | $270K | Hold |
1,559
| – | – | 0.16% | 58 |
|
|
2024
Q2 | $270K | Sell |
1,559
-281
| -15% | -$48.6K | 0.16% | 58 |
|
|
2024
Q1 | $351K | Buy |
+1,840
| New | +$351K | 0.21% | 49 |
|