Wealthstream 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 | $428K | Sell |
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|
2025
Q1 | $718K | Buy |
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|
2024
Q4 | $620K | Buy |
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|
2024
Q3 | $557K | Buy |
|
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|
2024
Q2 | $385K | Sell |
|
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|
2024
Q1 | $430K | Buy |
|
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|
2023
Q4 | $201K | Sell |
|
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|
2023
Q3 | $275K | Buy |
|
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $237K | Sell |
|
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $297K | Buy |
|