SS&H Financial 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 | $7M | Sell |
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|
2025
Q2 | $7.43M | Buy |
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|
2025
Q1 | $6.17M | Sell |
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|
2024
Q4 | $5.51M | Sell |
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|
2024
Q3 | $5.56M | Sell |
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|
2024
Q2 | $4.36M | Hold |
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|
2024
Q1 | $4.81M | Sell |
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|
2023
Q4 | $4.32M | Sell |
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|
2023
Q3 | $3.83M | Buy |
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|
2023
Q1 | $3.71M | Buy |
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|
2022
Q4 | $3.88M | Sell |
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|
2022
Q3 | $3.28M | Sell |
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|
2022
Q2 | $3.9M | Sell |
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|
2022
Q1 | $3.78M | Buy |
|