Bernardo Wealth Planning’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 | $362K | Buy |
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|
2025
Q2 | $375K | Buy |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q4 | $262K | Buy |
|
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|
2024
Q3 | $271K | Hold |
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|
2024
Q2 | $201K | Hold |
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|
2024
Q1 | $222K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $266K | Sell |
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|
2020
Q3 | $357K | Buy |
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|
2020
Q2 | $330K | Sell |
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|
2020
Q1 | $322K | Sell |
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|
2019
Q4 | $447K | Hold |
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|
2019
Q3 | $485K | Sell |
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|
2019
Q2 | $481K | Sell |
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|
2019
Q1 | $514K | Sell |
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|
2018
Q4 | $437K | Buy |
|