ProVise Management Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $442K | Sell |
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|
2025
Q2 | $466K | Buy |
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|
2025
Q1 | $385K | Sell |
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|
2024
Q4 | $352K | Sell |
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|
2024
Q3 | $728K | Sell |
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|
2024
Q2 | $572K | Buy |
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|
2024
Q1 | $617K | Sell |
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|
2023
Q4 | $983K | Sell |
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|
2023
Q3 | $910K | Sell |
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|
2023
Q2 | $1.48M | Buy |
|
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|
2023
Q1 | $551K | Buy |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $285K | Buy |
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|
2022
Q2 | $337K | Sell |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $314K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $358K | Buy |
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|
2019
Q4 | $360K | Sell |
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|
2019
Q3 | $392K | Buy |
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|
2017
Q3 | – | Sell |
|
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|
2017
Q2 | $780K | Sell |
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|
2017
Q1 | $1.36M | Sell |
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|
2016
Q4 | $1.34M | Buy |
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|
2016
Q3 | $840K | Sell |
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|
2016
Q2 | $876K | Sell |
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|
2016
Q1 | $1.02M | Buy |
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|
2015
Q4 | $806K | Buy |
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|
2015
Q3 | $795K | Buy |
|
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|
2015
Q2 | $865K | Buy |
|
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|
2015
Q1 | $763K | Sell |
|
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|
2014
Q4 | $827K | Sell |
|
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|
2014
Q3 | $1.23M | Buy |
|
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|
2014
Q2 | $1.14M | Buy |
|
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|
2014
Q1 | $1.09M | Buy |
|
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|
2013
Q4 | $901K | Sell |
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|
2013
Q3 | $899K | Sell |
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|
2013
Q2 | $957K | Buy |
|