Waverly 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
Q2 | $13.9M | Buy |
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|
2025
Q1 | $11.6M | Buy |
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|
2024
Q4 | $9.21M | Buy |
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|
2024
Q3 | $8M | Sell |
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|
2024
Q2 | $6.45M | Buy |
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|
2024
Q1 | $5.77M | Buy |
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|
2023
Q4 | $3.11M | Sell |
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|
2023
Q3 | $2.76M | Buy |
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|
2023
Q2 | $1.78M | Buy |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $820K | Buy |
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|
2022
Q1 | $583K | Buy |
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|
2021
Q4 | $579K | Sell |
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|
2021
Q3 | $504K | Buy |
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|
2021
Q2 | $563K | Sell |
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|
2021
Q1 | $585K | Buy |
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|
2020
Q4 | $467K | Sell |
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|
2020
Q3 | $450K | Sell |
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|
2020
Q2 | $506K | Buy |
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|
2020
Q1 | $443K | Buy |
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|
2019
Q4 | $597K | Buy |
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|
2019
Q3 | $503K | Buy |
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|
2019
Q2 | $441K | Buy |
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|
2019
Q1 | $451K | Buy |
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|
2018
Q4 | $340K | Sell |
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|
2018
Q3 | $1.46M | Buy |
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|
2018
Q2 | $1.29M | Buy |
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|
2018
Q1 | $1.41M | Buy |
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|
2017
Q4 | $1.33M | Buy |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $1.16M | Buy |
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|
2017
Q1 | $1.29M | Buy |
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|
2016
Q4 | $232K | Sell |
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|
2016
Q3 | $251K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $794K | Buy |
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|
2015
Q3 | $43K | Hold |
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|
2015
Q2 | $49K | Hold |
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|
2015
Q1 | $48K | Hold |
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|
2014
Q4 | $48K | Buy |
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|
2014
Q3 | $6K | Sell |
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|
2014
Q2 | $355K | Hold |
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|
2014
Q1 | $377K | Sell |
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|
2013
Q4 | $652K | Sell |
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|
2013
Q3 | $654K | Buy |
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|
2013
Q2 | $638K | Buy |
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