Baker Tilly 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
Q3 | $761K | Buy |
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|
2025
Q2 | $401K | Buy |
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|
2025
Q1 | $324K | Sell |
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|
2024
Q4 | $360K | Sell |
|
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|
2024
Q3 | $375K | Sell |
|
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|
2024
Q2 | $498K | Sell |
|
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|
2024
Q1 | $1.25M | Sell |
|
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|
2023
Q4 | $1.3M | Sell |
|
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|
2023
Q3 | $1.23M | Sell |
|
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|
2023
Q2 | $1.22M | Sell |
|
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|
2023
Q1 | $1.28M | Buy |
|
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|
2022
Q4 | $1.32M | Sell |
|
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|
2022
Q3 | $1.18M | Buy |
|
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|
2022
Q2 | $1.39M | Sell |
|
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|
2022
Q1 | $1.3M | Buy |
|
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|
2021
Q4 | $1.21M | Sell |
|
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|
2021
Q3 | $1.32M | Buy |
|
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|
2021
Q2 | $1.33M | Buy |
|
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $692K | Buy |
|