Summit Financial 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 | $5.64M | Sell |
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|
2025
Q2 | $5.8M | Buy |
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|
2025
Q1 | $4.87M | Sell |
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|
2024
Q4 | $5.2M | Sell |
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|
2024
Q3 | $4.52M | Hold |
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|
2024
Q2 | $3.54M | Buy |
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|
2024
Q1 | $3.74M | Buy |
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|
2023
Q4 | $3.2M | Buy |
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|
2023
Q3 | $2.81M | Buy |
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|
2023
Q2 | $2.46M | Buy |
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|
2023
Q1 | $1.73M | Sell |
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|
2022
Q4 | $1.86M | Hold |
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|
2022
Q3 | $1.78M | Buy |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $5.73M | Sell |
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|
2020
Q4 | $5.59M | Sell |
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|
2020
Q3 | $5.75M | Sell |
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|
2020
Q2 | $6.05M | Buy |
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|
2020
Q1 | $5.69M | Buy |
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|
2019
Q4 | $6.8M | Buy |
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|
2019
Q3 | $6.4M | Buy |
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|
2019
Q2 | $1.09M | Hold |
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|
2019
Q1 | $1.14M | Sell |
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|
2018
Q4 | $918K | Buy |
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|
2018
Q3 | $967K | Buy |
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|
2018
Q2 | $292K | Sell |
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|
2018
Q1 | $348K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $271K | Sell |
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|
2017
Q1 | $417K | Sell |
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|
2016
Q4 | $1.15M | Buy |
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|
2016
Q3 | $1.1M | Sell |
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|
2016
Q2 | $1.1M | Sell |
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|
2016
Q1 | $1.45M | Buy |
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|
2015
Q4 | $1.3M | Buy |
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|
2015
Q3 | $218K | Sell |
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|
2015
Q2 | $348K | Buy |
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|
2015
Q1 | $367K | Hold |
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|
2014
Q4 | $341K | Buy |
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