Wade Financial Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $255K | Sell |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $215K | Sell |
|
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|
2024
Q1 | $244K | Buy |
|
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $245K | Hold |
|
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|
2022
Q4 | $263K | Hold |
|
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|
2022
Q3 | $222K | Sell |
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|
2022
Q2 | $307K | Hold |
|
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|
2022
Q1 | $283K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $220K | Hold |
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|
2021
Q2 | $233K | Hold |
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|
2021
Q1 | $211K | Sell |
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|
2020
Q4 | $207K | Hold |
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|
2020
Q3 | $200K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Buy |
|