WFA of San Diego’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 | $720K | Buy |
|
|||||
|
2024
Q3 | $516K | Hold |
|
|||||
|
2024
Q2 | $403K | Buy |
|
|||||
|
2023
Q3 | $93.4K | Hold |
|
|||||
|
2023
Q2 | $89.1K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $151K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $102K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $210K | Buy |
|
|||||
|
2021
Q3 | $161K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $501K | Buy |
|