AllSquare Wealth Management’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 | $651K | Hold |
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|
2025
Q1 | $549K | Hold |
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|
2024
Q4 | $486K | Hold |
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|
2024
Q3 | $488K | Hold |
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|
2024
Q2 | $382K | Hold |
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|
2024
Q1 | $422K | Buy |
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|
2023
Q4 | $345K | Hold |
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|
2023
Q3 | $296K | Hold |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $251K | Hold |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $275K | Sell |
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|
2021
Q3 | $290K | Sell |
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|
2021
Q2 | $339K | Buy |
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|
2021
Q1 | $292K | Buy |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $250K | Buy |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | $224K | Buy |
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|
2019
Q4 | $268K | Sell |
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|
2019
Q3 | $320K | Buy |
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|
2019
Q2 | $301K | Sell |
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|
2019
Q1 | $635K | Buy |
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|
2018
Q4 | $507K | Buy |
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|
2018
Q3 | $652K | Buy |
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|
2018
Q2 | $601K | Buy |
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|
2018
Q1 | $646K | Buy |
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|
2017
Q4 | $636K | Buy |
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|
2017
Q3 | $597K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $721K | Buy |
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|
2016
Q4 | $670K | Sell |
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|
2016
Q3 | $641K | Buy |
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|
2016
Q2 | $608K | Buy |
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|
2016
Q1 | $606K | Buy |
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|
2015
Q4 | $547K | Sell |
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|
2015
Q3 | $636K | Buy |
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|
2015
Q2 | $708K | Sell |
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|
2015
Q1 | $737K | Buy |
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|
2014
Q4 | $734K | Buy |
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