Rise 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 | $529K | Buy |
|
|||||
|
2025
Q2 | $549K | Buy |
|
|||||
|
2025
Q1 | $456K | Buy |
|
|||||
|
2024
Q4 | $383K | Sell |
|
|||||
|
2024
Q3 | $392K | Buy |
|
|||||
|
2024
Q2 | $303K | Buy |
|
|||||
|
2024
Q1 | $287K | Buy |
|
|||||
|
2023
Q4 | $168K | Sell |
|
|||||
|
2023
Q3 | $150K | Buy |
|
|||||
|
2023
Q2 | $141K | Sell |
|
|||||
|
2023
Q1 | $155K | Sell |
|
|||||
|
2022
Q4 | $168K | Buy |
|
|||||
|
2022
Q3 | $142K | Buy |
|
|||||
|
2022
Q2 | $111K | Sell |
|
|||||
|
2022
Q1 | $109K | Sell |
|
|||||
|
2021
Q4 | $114K | Buy |
|