V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $332K | Buy |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q4 | $345K | Buy |
|
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $322K | Buy |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $229K | Buy |
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|
2021
Q3 | $220K | Sell |
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|
2021
Q2 | $240K | Sell |
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|
2021
Q1 | $244K | Sell |
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|
2020
Q4 | $347K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $353K | Sell |
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|
2020
Q1 | $412K | Buy |
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|
2019
Q4 | $396K | Hold |
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|
2019
Q3 | $396K | Buy |
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|
2019
Q2 | $324K | Buy |
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|
2019
Q1 | $298K | Buy |
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|
2018
Q4 | $240K | Buy |
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|
2018
Q3 | $248K | Buy |
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|
2018
Q2 | $225K | Sell |
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|
2018
Q1 | $241K | Sell |
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|
2017
Q4 | $280K | Buy |
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|
2017
Q3 | $204K | Sell |
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|
2017
Q2 | $684K | Buy |
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|
2017
Q1 | $444K | Buy |
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|
2016
Q4 | $316K | Buy |
|