Asset Dedication LLC’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 | $4.91M | Buy |
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|
2025
Q1 | $4.1M | Sell |
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|
2024
Q4 | $3.73M | Sell |
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|
2024
Q3 | $5.58M | Sell |
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|
2024
Q2 | $5.11M | Buy |
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|
2024
Q1 | $5.1M | Sell |
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|
2023
Q4 | $4.39M | Buy |
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|
2023
Q3 | $3.79M | Buy |
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|
2023
Q2 | $3.52M | Buy |
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|
2023
Q1 | $3.4M | Buy |
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|
2022
Q4 | $3.67M | Buy |
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|
2022
Q3 | $2.94M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.5M | Sell |
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|
2021
Q4 | $2.59M | Buy |
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|
2021
Q3 | $2M | Buy |
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|
2021
Q2 | $1.83M | Buy |
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|
2021
Q1 | $938K | Sell |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $964K | Buy |
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|
2020
Q1 | $819K | Sell |
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|
2019
Q4 | $1.68M | Buy |
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|
2019
Q3 | $1.54M | Buy |
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|
2019
Q2 | $1.46M | Buy |
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|
2019
Q1 | $1.44M | Buy |
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|
2018
Q4 | $1.02M | Buy |
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|
2018
Q3 | $868K | Buy |
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|
2018
Q2 | $802K | Sell |
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|
2018
Q1 | $889K | Buy |
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|
2017
Q4 | $874K | Buy |
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|
2017
Q3 | $718K | Sell |
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|
2017
Q2 | $754K | Sell |
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|
2017
Q1 | $898K | Buy |
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|
2016
Q4 | $815K | Buy |
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|
2016
Q3 | $560K | Buy |
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|
2016
Q2 | $504K | Buy |
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|
2016
Q1 | $490K | Sell |
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|
2015
Q4 | $1.5M | Buy |
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