Bedel Financial Consulting’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 | $890K | Buy |
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|
2025
Q1 | $752K | Buy |
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|
2024
Q4 | $794K | Sell |
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|
2024
Q3 | $704K | Sell |
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|
2024
Q2 | $560K | Sell |
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|
2024
Q1 | $640K | Sell |
|
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|
2023
Q4 | $571K | Sell |
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|
2023
Q3 | $491K | Buy |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $553K | Sell |
|
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|
2022
Q4 | $601K | Buy |
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|
2022
Q3 | $564K | Buy |
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|
2022
Q2 | $500K | Buy |
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|
2022
Q1 | $450K | Sell |
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|
2021
Q4 | $514K | Sell |
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|
2021
Q3 | $566K | Buy |
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|
2021
Q2 | $597K | Buy |
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|
2021
Q1 | $513K | Sell |
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|
2020
Q4 | $497K | Buy |
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|
2020
Q3 | $408K | Sell |
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|
2020
Q2 | $408K | Sell |
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|
2020
Q1 | $421K | Buy |
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|
2019
Q4 | $502K | Buy |
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|
2019
Q3 | $544K | Buy |
|
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|
2019
Q2 | $515K | Buy |
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|
2019
Q1 | $514K | Buy |
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|
2018
Q4 | $382K | Sell |
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|
2018
Q3 | $580K | Sell |
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|
2018
Q2 | $572K | Sell |
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|
2018
Q1 | $684K | Buy |
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|
2017
Q4 | $640K | Buy |
|