WESPAC 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
Q3 | $329K | Hold |
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|
2025
Q2 | $343K | Hold |
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|
2025
Q1 | $290K | Hold |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $293K | Hold |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $327K | Buy |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q3 | $204K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.58M | Buy |
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|
2020
Q3 | $985K | Sell |
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|
2020
Q2 | $1.01M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $273K | Sell |
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|
2014
Q2 | $261K | Sell |
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|
2014
Q1 | $651K | Sell |
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|
2013
Q4 | $642K | Buy |
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|
2013
Q3 | $513K | Buy |
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|
2013
Q2 | $214K | Buy |
|