Walkner Condon Financial 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 | $728K | Buy |
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|
2025
Q2 | $730K | Hold |
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|
2025
Q1 | $615K | Buy |
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|
2024
Q4 | $510K | Sell |
|
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|
2024
Q3 | $540K | Sell |
|
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|
2024
Q2 | $439K | Buy |
|
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|
2024
Q1 | $477K | Buy |
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|
2023
Q4 | $397K | Buy |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $322K | Buy |
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|
2023
Q1 | $268K | Buy |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $259K | Buy |
|