Wealthspire Advisors (New York)’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 | $17.8M | Sell |
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|
2025
Q2 | $20.7M | Buy |
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|
2025
Q1 | $14.4M | Buy |
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|
2024
Q4 | $6.06M | Buy |
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|
2024
Q3 | $5.82M | Buy |
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|
2024
Q2 | $4.36M | Sell |
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|
2024
Q1 | $4.83M | Buy |
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|
2023
Q4 | $4.1M | Sell |
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|
2023
Q3 | $3.66M | Buy |
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|
2023
Q2 | $3.02M | Sell |
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|
2023
Q1 | $3.07M | Sell |
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|
2022
Q4 | $3.68M | Buy |
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|
2022
Q3 | $2.1M | Buy |
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|
2022
Q2 | $2.1M | Sell |
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|
2022
Q1 | $1.98M | Sell |
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|
2021
Q4 | $2.47M | Sell |
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|
2021
Q3 | $2.96M | Buy |
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|
2021
Q2 | $2.18M | Sell |
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|
2021
Q1 | $3.35M | Buy |
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|
2020
Q4 | $2.1M | Buy |
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|
2020
Q3 | $778K | Buy |
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|
2020
Q2 | $648K | Sell |
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|
2020
Q1 | $3.06M | Buy |
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|
2019
Q4 | $545K | Buy |
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|
2019
Q3 | $469K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $126K | Buy |
|