Arete Wealth 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
Q2 | $10.1M | Buy |
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|
2025
Q1 | $4.68M | Buy |
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|
2024
Q4 | $3.16M | Buy |
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|
2024
Q3 | $2.9M | Sell |
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|
2024
Q2 | $2.5M | Sell |
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|
2024
Q1 | $2.87M | Sell |
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|
2023
Q4 | $2.49M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $2.86M | Sell |
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|
2022
Q4 | $3.09B | Buy |
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|
2022
Q3 | $2.54M | Buy |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.93M | Buy |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $1.11M | Sell |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $2.22M | Sell |
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|
2019
Q2 | $2.18M | Buy |
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|
2019
Q1 | $1.72M | Sell |
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|
2018
Q4 | $1.68M | Sell |
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|
2018
Q3 | $2.54M | Sell |
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|
2018
Q2 | $2.49M | Buy |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $1.01M | Buy |
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|
2017
Q3 | $950K | Buy |
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|
2017
Q2 | $480K | Buy |
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|
2017
Q1 | $369K | Sell |
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|
2016
Q4 | $386K | Sell |
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|
2016
Q3 | $798K | Sell |
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|
2016
Q2 | $1.28M | Sell |
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|
2016
Q1 | $1.62M | Buy |
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|
2015
Q4 | $1.47M | Buy |
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|
2015
Q3 | $1.05M | Buy |
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|
2015
Q2 | $1.17M | Buy |
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|
2015
Q1 | $789K | Buy |
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|
2014
Q4 | $787K | Buy |
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|
2014
Q3 | $512K | Buy |
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|
2014
Q2 | $478K | Sell |
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|
2014
Q1 | $593K | Buy |
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|
2013
Q4 | $463K | Buy |
|