Sax 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 | $1.75M | Buy |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $730K | Buy |
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|
2024
Q1 | $717K | Sell |
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|
2023
Q4 | $615K | Sell |
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|
2023
Q3 | $634K | Sell |
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|
2023
Q2 | $630K | Sell |
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|
2023
Q1 | $646K | Buy |
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|
2022
Q4 | $694K | Sell |
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|
2022
Q3 | $607K | Sell |
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|
2022
Q2 | $722K | Sell |
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|
2022
Q1 | $680K | Sell |
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|
2021
Q4 | $788K | Buy |
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|
2021
Q3 | $699K | Buy |
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|
2021
Q2 | $734K | Buy |
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|
2021
Q1 | $648K | Buy |
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|
2020
Q4 | $481K | Buy |
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