Physician 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 | $133K | Buy |
|
|||||
|
2025
Q1 | $107K | Buy |
|
|||||
|
2024
Q4 | $89.8K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $216K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $202K | Buy |
|
|||||
|
2022
Q1 | $210K | Sell |
|
|||||
|
2021
Q4 | $402K | Sell |
|
|||||
|
2021
Q3 | $431K | Hold |
|
|||||
|
2021
Q2 | $420K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $487K | Sell |
|
|||||
|
2020
Q1 | $622K | Buy |
|
|||||
|
2019
Q4 | $562K | Sell |
|
|||||
|
2019
Q3 | $709K | Buy |
|