Strategic Family Wealth Counselors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $380K | Buy |
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|
2025
Q3 | $227K | Buy |
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|
2025
Q2 | $236K | Buy |
|
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $228K | Sell |
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|
2021
Q2 | $279K | Hold |
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|
2021
Q1 | $253K | Hold |
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|
2020
Q4 | $239K | Hold |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $282K | Hold |
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|
2019
Q3 | $306K | Hold |
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|
2019
Q2 | $290K | Hold |
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|
2019
Q1 | $297K | Hold |
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|
2018
Q4 | $239K | Buy |
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