Regal Investment 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 | $6.82M | Buy |
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|
2025
Q1 | $5.17M | Sell |
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|
2024
Q4 | $4.99M | Buy |
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|
2024
Q3 | $4.91M | Buy |
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|
2024
Q2 | $3.28M | Buy |
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|
2024
Q1 | $3.54M | Buy |
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|
2023
Q4 | $3.02M | Buy |
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|
2023
Q3 | $2.45M | Buy |
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $1.89M | Sell |
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|
2022
Q4 | $3.36M | Buy |
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|
2022
Q3 | $2.7M | Buy |
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|
2022
Q2 | $2.48M | Buy |
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|
2022
Q1 | $2.2M | Buy |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $1.99M | Sell |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $706K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $584K | Buy |
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|
2019
Q3 | $574K | Buy |
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|
2019
Q2 | $542K | Buy |
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|
2019
Q1 | $326K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $216K | Buy |
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|
2017
Q2 | $222K | Buy |
|
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|
2017
Q1 | $234K | Buy |
|
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $383K | Buy |
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|
2016
Q2 | $314K | Sell |
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|
2016
Q1 | $319K | Sell |
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|
2015
Q4 | $357K | Sell |
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|
2015
Q3 | $2.9M | Buy |
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|
2015
Q2 | $2.83M | Buy |
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|
2015
Q1 | $2.59M | Buy |
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|
2014
Q4 | $2.2M | Buy |
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|
2014
Q3 | $2.5M | Buy |
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|
2014
Q2 | $2.33M | Buy |
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|
2014
Q1 | $173K | Buy |
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|
2013
Q4 | $110K | Buy |
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|
2013
Q3 | $39K | Sell |
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|
2013
Q2 | $47K | Buy |
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