Wallace Advisory Group’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 | $426K | Sell |
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|
2025
Q2 | $365K | Sell |
|
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|
2025
Q1 | $812K | Buy |
|
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|
2024
Q4 | $816K | Buy |
|
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|
2024
Q3 | $545K | Hold |
|
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|
2024
Q2 | $545K | Sell |
|
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|
2024
Q1 | $656K | Sell |
|
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|
2023
Q4 | $574K | Buy |
|
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|
2023
Q3 | $534K | Buy |
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|
2023
Q2 | $519K | Hold |
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|
2023
Q1 | $519K | Buy |
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|
2022
Q4 | $551K | Buy |
|