Soltis Investment 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
Q2 | $1.52M | Buy |
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|
2025
Q1 | $900K | Sell |
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|
2024
Q4 | $814K | Buy |
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|
2024
Q3 | $683K | Sell |
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|
2024
Q2 | $591K | Buy |
|
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|
2024
Q1 | $635K | Sell |
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|
2023
Q4 | $643K | Sell |
|
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|
2023
Q3 | $4.59M | Sell |
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|
2023
Q2 | $6.72M | Buy |
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|
2023
Q1 | $5.55M | Buy |
|
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|
2022
Q4 | $5.35M | Sell |
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|
2022
Q3 | $5.17M | Buy |
|
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|
2022
Q2 | $4.79M | Buy |
|
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|
2022
Q1 | $3.52M | Buy |
|
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|
2021
Q4 | $2.87M | Buy |
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|
2021
Q3 | $2.01M | Buy |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $1.64M | Buy |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $719K | Buy |
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|
2020
Q2 | $636K | Buy |
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|
2020
Q1 | $441K | Buy |
|