Brendel Financial Advisors’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 | $4.43M | Buy |
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|
2025
Q2 | $723K | Buy |
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|
2025
Q1 | $606K | Hold |
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|
2024
Q4 | $536K | Hold |
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|
2024
Q3 | $539K | Hold |
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|
2024
Q2 | $422K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $317K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $550K | Hold |
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|
2022
Q1 | $507K | Hold |
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|
2021
Q4 | $521K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $579K | Buy |
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|
2021
Q1 | $402K | Hold |
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|
2020
Q4 | $379K | Hold |
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|
2020
Q3 | $367K | Sell |
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|
2020
Q2 | $371K | Hold |
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|
2020
Q1 | $341K | Hold |
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|
2019
Q4 | $412K | Sell |
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|
2019
Q3 | $450K | Hold |
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|
2019
Q2 | $427K | Hold |
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|
2019
Q1 | $437K | Hold |
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|
2018
Q4 | $352K | Buy |
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