SOA 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 | $1.04M | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $746K | Buy |
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|
2024
Q4 | $646K | Sell |
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|
2024
Q3 | $694K | Buy |
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|
2024
Q2 | $519K | Buy |
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|
2024
Q1 | $516K | Buy |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $326K | Buy |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $372K | Sell |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | $300K | Sell |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $383K | Buy |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $302K | Buy |
|