Bard Financial 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
Q3 | $3.27M | Sell |
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|
2025
Q2 | $3.46M | Sell |
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|
2025
Q1 | $3.08M | Buy |
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|
2024
Q4 | $2.72M | Hold |
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|
2024
Q3 | $2.74M | Sell |
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|
2024
Q2 | $5.34M | Hold |
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|
2024
Q1 | $5.89M | Buy |
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|
2023
Q4 | $5.02M | Buy |
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|
2023
Q3 | $4.29M | Sell |
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|
2023
Q2 | $4.13M | Sell |
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|
2023
Q1 | $4.18M | Sell |
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|
2022
Q4 | $4.56M | Buy |
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|
2022
Q3 | $3.77M | Buy |
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|
2022
Q2 | $4.36M | Buy |
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|
2022
Q1 | $3.79M | Buy |
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|
2021
Q4 | $3.65M | Sell |
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|
2021
Q3 | $3.76M | Hold |
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|
2021
Q2 | $3.96M | Buy |
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|
2021
Q1 | $3.54M | Sell |
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|
2020
Q4 | $3.37M | Buy |
|