Ascent Wealth Partners’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 | $2.06M | Sell |
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|
2025
Q2 | $2.19M | Sell |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $313K | Hold |
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|
2023
Q4 | $268K | Hold |
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|
2023
Q3 | $230K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $201K | Sell |
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|
2019
Q1 | $252K | Buy |
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|
2018
Q4 | $203K | Sell |
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|
2018
Q3 | $317K | Buy |
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|
2018
Q2 | $261K | Sell |
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|
2018
Q1 | $294K | Sell |
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|
2017
Q4 | $301K | Buy |
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|
2017
Q3 | $284K | Buy |
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|
2017
Q2 | $301K | Buy |
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|
2017
Q1 | $332K | Sell |
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|
2016
Q4 | $324K | Hold |
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|
2016
Q3 | $310K | Hold |
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|
2016
Q2 | $296K | Sell |
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|
2016
Q1 | $300K | Sell |
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|
2015
Q4 | $283K | Hold |
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|
2015
Q3 | $298K | Sell |
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|
2015
Q2 | $342K | Sell |
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|
2015
Q1 | $344K | Sell |
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|
2014
Q4 | $347K | Buy |
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|
2014
Q3 | $406K | Buy |
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|
2014
Q2 | $369K | Sell |
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|
2014
Q1 | $462K | Buy |
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|
2013
Q4 | $433K | Buy |
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