RAG
RIA Advisory Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Sell |
3,118
-3,124
| -50% | -$921K | 0.27% | 54 |
|
|
2025
Q1 | $1.55M | Sell |
6,242
-20,470
| -77% | -$5.09M | 0.5% | 32 |
|
|
2024
Q4 | $5.87M | Buy |
26,712
+1,208
| +5% | +$266K | 2% | 9 |
|
|
2024
Q3 | $5.64M | Buy |
+25,504
| New | +$5.64M | 1.99% | 8 |
|
|
2024
Q1 | $552K | Buy |
+2,893
| New | +$552K | 0.22% | 60 |
|
|
2023
Q4 | – | Sell |
-35,153
| Closed | -$4.93M | – | 142 |
|
|
2023
Q3 | $4.93M | Buy |
35,153
+28,619
| +438% | +$4.01M | 2.21% | 7 |
|
|
2023
Q2 | $874K | Buy |
6,534
+1,606
| +33% | +$215K | 0.38% | 39 |
|
|
2023
Q1 | $646K | Sell |
4,928
-1,456
| -23% | -$191K | 0.3% | 51 |
|
|
2022
Q4 | $873K | Buy |
+6,384
| New | +$873K | 0.51% | 29 |
|