Blue Bell Private 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
Q3 | $157K | Buy |
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|
2025
Q2 | $150K | Buy |
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|
2025
Q1 | $124K | Hold |
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|
2024
Q4 | $109K | Hold |
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|
2024
Q3 | $110K | Hold |
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|
2024
Q2 | $86K | Hold |
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|
2024
Q1 | $94.9K | Buy |
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|
2023
Q4 | $81K | Buy |
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|
2023
Q3 | $49.1K | Hold |
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|
2023
Q2 | $46.8K | Buy |
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|
2023
Q1 | $27.5K | Hold |
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|
2022
Q4 | $29.6K | Hold |
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|
2022
Q3 | $25K | Sell |
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|
2022
Q2 | $30K | Sell |
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|
2022
Q1 | $28K | Hold |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q3 | – | Hold |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $460K | Sell |
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|
2016
Q2 | $447K | Sell |
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|
2016
Q1 | $519K | Buy |
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|
2015
Q4 | $439K | Sell |
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|
2015
Q3 | $477K | Hold |
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|
2015
Q2 | $535K | Hold |
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|
2015
Q1 | $528K | Sell |
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|
2014
Q4 | $535K | Sell |
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|
2014
Q3 | $662K | Buy |
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|
2014
Q2 | $632K | Hold |
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|
2014
Q1 | $671K | Hold |
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|
2013
Q4 | $653K | Buy |
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