Regent Peak 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
Q3 | $668K | Buy |
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|
2025
Q1 | $570K | Buy |
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|
2024
Q4 | $500K | Buy |
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|
2024
Q3 | $500K | Buy |
|
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $385K | Buy |
|
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $317K | Sell |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $261K | Sell |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q4 | $219K | Sell |
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|
2020
Q3 | $282K | Sell |
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|
2020
Q2 | $294K | Sell |
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $414K | Buy |
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