Valmark Advisers’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 | $1.82M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $753K | Buy |
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|
2024
Q1 | $727K | Buy |
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|
2023
Q4 | $612K | Sell |
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|
2023
Q3 | $538K | Buy |
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|
2023
Q2 | $493K | Buy |
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|
2023
Q1 | $472K | Buy |
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|
2022
Q4 | $439K | Buy |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $632K | Buy |
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|
2022
Q1 | $578K | Sell |
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|
2021
Q4 | $621K | Sell |
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|
2021
Q3 | $709K | Sell |
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|
2021
Q2 | $805K | Buy |
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|
2021
Q1 | $721K | Buy |
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|
2020
Q4 | $671K | Buy |
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|
2020
Q3 | $289K | Sell |
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|
2020
Q2 | $292K | Sell |
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|
2020
Q1 | $312K | Sell |
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|
2019
Q4 | $378K | Sell |
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|
2019
Q3 | $604K | Sell |
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|
2019
Q2 | $587K | Sell |
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|
2019
Q1 | $606K | Sell |
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|
2018
Q4 | $491K | Sell |
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|
2018
Q3 | $655K | Sell |
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|
2018
Q2 | $641K | Sell |
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|
2018
Q1 | $741K | Sell |
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|
2017
Q4 | $787K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $247K | Sell |
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|
2015
Q1 | $276K | Hold |
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|
2014
Q4 | $276K | Hold |
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|
2014
Q3 | $326K | Hold |
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|
2014
Q2 | $311K | Hold |
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|
2014
Q1 | $331K | Hold |
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|
2013
Q4 | $322K | Buy |
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|
2013
Q3 | $268K | Hold |
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|
2013
Q2 | $277K | Buy |
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