Wealth Advisors of Iowa’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 | $413K | Buy |
|
|||||
|
2025
Q1 | $346K | Buy |
|
|||||
|
2024
Q4 | $304K | Sell |
|
|||||
|
2024
Q3 | $326K | Buy |
|
|||||
|
2024
Q2 | $253K | Sell |
|
|||||
|
2024
Q1 | $281K | Buy |
|
|||||
|
2023
Q4 | $235K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $222K | Buy |
|
|||||
|
2023
Q1 | $215K | Sell |
|
|||||
|
2022
Q4 | $325K | Sell |
|
|||||
|
2022
Q3 | $525K | Sell |
|
|||||
|
2022
Q2 | $1.91M | Buy |
|
|||||
|
2022
Q1 | $573K | Buy |
|
|||||
|
2021
Q4 | $386K | Sell |
|
|||||
|
2021
Q3 | $412K | Buy |
|
|||||
|
2021
Q2 | $200K | Buy |
|