Resonant Capital 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 | $1.27M | Buy |
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|
2025
Q1 | $893K | Buy |
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|
2024
Q4 | $754K | Buy |
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|
2024
Q3 | $709K | Buy |
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|
2024
Q2 | $525K | Buy |
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|
2024
Q1 | $455K | Buy |
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|
2023
Q4 | $333K | Buy |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $200K | Buy |
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