Platte River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $376K | Hold |
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|
2024
Q2 | $294K | Sell |
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $357K | Hold |
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|
2022
Q4 | $384K | Sell |
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|
2022
Q3 | $391K | Hold |
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|
2022
Q2 | $465K | Sell |
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|
2022
Q1 | $477K | Sell |
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|
2021
Q4 | $620K | Buy |
|