BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $358K | Sell |
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|
2023
Q1 | $364K | Sell |
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|
2022
Q4 | $561K | Sell |
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|
2022
Q3 | $513K | Sell |
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|
2022
Q2 | $745K | Buy |
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|
2022
Q1 | $685K | Sell |
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|
2021
Q4 | $768K | Buy |
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|
2021
Q3 | $752K | Buy |
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|
2021
Q2 | $768K | Buy |
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|
2021
Q1 | $686K | Sell |
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|
2020
Q4 | $649K | Sell |
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|
2020
Q3 | $646K | Sell |
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|
2020
Q2 | $718K | Buy |
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|
2020
Q1 | $656K | Buy |
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|
2019
Q4 | $545K | Sell |
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|
2019
Q3 | $615K | Sell |
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|
2019
Q2 | $2.37M | Sell |
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|
2019
Q1 | $2.58M | Buy |
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|
2018
Q4 | $1.93M | Buy |
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|
2018
Q3 | $2.46M | Buy |
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|
2018
Q2 | $2.22M | Buy |
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|
2018
Q1 | $2.4M | Buy |
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|
2017
Q4 | $2.36M | Sell |
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|
2017
Q3 | $2.25M | Buy |
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|
2017
Q2 | $633K | Sell |
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|
2017
Q1 | $745K | Buy |
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|
2016
Q4 | $660K | Buy |
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|
2016
Q3 | $514K | Sell |
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|
2016
Q2 | $583K | Buy |
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|
2016
Q1 | $505K | Buy |
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