San Luis 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 | $1.56M | Hold |
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|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.32M | Sell |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.03M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $754K | Sell |
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|
2023
Q1 | $767K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.42M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.23M | Buy |
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|
2020
Q4 | $875K | Buy |
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