Navis 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 | $882K | Hold |
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|
2025
Q1 | $744K | Hold |
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|
2024
Q4 | $658K | Buy |
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|
2024
Q3 | $653K | Sell |
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|
2024
Q2 | $518K | Sell |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $483K | Sell |
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|
2023
Q3 | $420K | Hold |
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|
2023
Q2 | $400K | Hold |
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|
2023
Q1 | $392K | Buy |
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|
2022
Q4 | $416K | Hold |
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|
2022
Q3 | $351K | Hold |
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|
2022
Q2 | $417K | Hold |
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|
2022
Q1 | $384K | Sell |
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|
2021
Q4 | $400K | Sell |
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|
2021
Q3 | $416K | Hold |
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|
2021
Q2 | $438K | Hold |
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|
2021
Q1 | $399K | Buy |
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|
2020
Q4 | $314K | Buy |
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