Annex Advisory Services’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 | $4.64M | Buy |
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|
2025
Q1 | $3.08M | Buy |
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|
2024
Q4 | $285K | Sell |
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|
2024
Q3 | $356K | Sell |
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|
2024
Q2 | $296K | Buy |
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $607K | Buy |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $558K | Sell |
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|
2022
Q4 | $605K | Sell |
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|
2022
Q3 | $576K | Sell |
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|
2022
Q2 | $686K | Buy |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $225K | Sell |
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|
2021
Q3 | $3.52M | Buy |
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|
2021
Q2 | $3.47M | Buy |
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|
2021
Q1 | $1.8M | Sell |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Hold |
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|
2019
Q3 | $241K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $226K | Sell |
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|
2018
Q2 | $1.46M | Buy |
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|
2018
Q1 | $1.54M | Buy |
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|
2017
Q4 | $314K | Sell |
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|
2017
Q3 | $299K | Sell |
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|
2017
Q2 | $348K | Buy |
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|
2017
Q1 | $388K | Buy |
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|
2016
Q4 | $304K | Buy |
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|
2016
Q3 | $287K | Buy |
|
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|
2016
Q2 | $252K | Sell |
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|
2016
Q1 | $297K | Sell |
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|
2015
Q4 | $281K | Sell |
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|
2015
Q3 | $409K | Sell |
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|
2015
Q2 | $514K | Buy |
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|
2015
Q1 | $442K | Buy |
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|
2014
Q4 | $433K | Sell |
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|
2014
Q3 | $515K | Sell |
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|
2014
Q2 | $507K | Sell |
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|
2014
Q1 | $557K | Buy |
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|
2013
Q4 | $295K | Sell |
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|
2013
Q3 | $356K | Buy |
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|
2013
Q2 | $352K | Buy |
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