WMG Financial 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 | $361K | Sell |
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|
2025
Q2 | $845K | Buy |
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|
2025
Q1 | $688K | Sell |
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|
2024
Q4 | $660K | Buy |
|
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|
2024
Q3 | $663K | Buy |
|
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|
2024
Q2 | $509K | Buy |
|
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|
2024
Q1 | $521K | Buy |
|
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $450K | Sell |
|
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|
2023
Q1 | $460K | Buy |
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|
2022
Q4 | $466K | Sell |
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|
2022
Q3 | $451K | Buy |
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|
2022
Q2 | $534K | Buy |
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|
2022
Q1 | $486K | Buy |
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|
2021
Q4 | $487K | Buy |
|