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Berkshire Bank’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$726K Sell
2,462
-1,242
-34% -$366K 0.17% 83
2025
Q1
$921K Sell
3,704
-55
-1% -$13.7K 0.22% 73
2024
Q4
$826K Sell
3,759
-300
-7% -$65.9K 0.19% 77
2024
Q3
$897K Buy
4,059
+138
+4% +$30.5K 0.21% 72
2024
Q2
$678K Sell
3,921
-467
-11% -$80.8K 0.17% 80
2024
Q1
$838K Sell
4,388
-543
-11% -$104K 0.21% 76
2023
Q4
$806K Buy
4,931
+786
+19% +$129K 0.21% 77
2023
Q3
$582K Buy
4,145
+176
+4% +$24.7K 0.17% 86
2023
Q2
$531K Hold
3,969
0.15% 88
2023
Q1
$520K Hold
3,969
0.15% 89
2022
Q4
$559K Sell
3,969
-1,915
-33% -$270K 0.17% 88
2022
Q3
$699K Hold
5,884
0.21% 74
2022
Q2
$831K Buy
5,884
+533
+10% +$75.3K 0.24% 71
2022
Q1
$696K Buy
5,351
+174
+3% +$22.6K 0.17% 83
2021
Q4
$692K Sell
5,177
-5
-0.1% -$668 0.15% 87
2021
Q3
$720K Sell
5,182
-25
-0.5% -$3.47K 0.18% 83
2021
Q2
$764K Sell
5,207
-22
-0.4% -$3.23K 0.18% 83
2021
Q1
$697K Sell
5,229
-776
-13% -$103K 0.18% 84
2020
Q4
$756K Sell
6,005
-640
-10% -$80.6K 0.19% 77
2020
Q3
$808K Buy
+6,645
New +$808K 0.21% 76