Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
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|
2025
Q1 | $498K | Sell |
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|
2024
Q4 | $475K | Buy |
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|
2024
Q3 | $337K | Hold |
|
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|
2024
Q2 | $263K | Sell |
|
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|
2024
Q1 | $400K | Hold |
|
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|
2023
Q4 | $343K | Buy |
|
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|
2023
Q3 | $271K | Sell |
|
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|
2023
Q2 | $278K | Buy |
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|
2023
Q1 | $247K | Sell |
|
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|
2022
Q4 | $355K | Hold |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $298K | Sell |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q3 | $233K | Hold |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $223K | Buy |
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|
2020
Q4 | $207K | Buy |
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