WESPAC Advisors SoCal’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 | $2.21M | Buy |
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|
2025
Q2 | $2.22M | Buy |
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|
2025
Q1 | $1.78M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $36K | Sell |
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|
2017
Q4 | $100K | Buy |
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|
2017
Q3 | $94K | Hold |
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|
2017
Q2 | $99K | Hold |
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|
2017
Q1 | $113K | Sell |
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|
2016
Q4 | $121K | Hold |
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|
2016
Q3 | $115K | Buy |
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|
2016
Q2 | $11.7K | Sell |
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|
2016
Q1 | $114K | Buy |
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|
2015
Q4 | $26K | Buy |
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