Berkeley Capital Partners’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 | $1.33M | Buy |
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|
2025
Q2 | $1.37M | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $789K | Buy |
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|
2024
Q1 | $566K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $243K | Sell |
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|
2019
Q4 | $575K | Buy |
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|
2019
Q3 | $471K | Sell |
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|
2019
Q2 | $666K | Sell |
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|
2019
Q1 | $734K | Sell |
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|
2018
Q4 | $627K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $318K | Sell |
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|
2018
Q1 | $357K | Buy |
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|
2017
Q4 | $313K | Buy |
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