Phoenix 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 | $658K | Hold |
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|
2025
Q1 | $555K | Buy |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $437K | Hold |
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|
2024
Q2 | $342K | Buy |
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|
2024
Q1 | $375K | Hold |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $287K | Hold |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $295K | Hold |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $227K | Buy |
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