BSW Wealth Partners’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 | $1.17M | Sell |
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|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1,000K | Buy |
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|
2024
Q3 | $743K | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $958K | Buy |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $780K | Buy |
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|
2021
Q4 | $760K | Sell |
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|
2021
Q3 | $769K | Sell |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $931K | Buy |
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|
2020
Q4 | $626K | Buy |
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|
2020
Q3 | $491K | Buy |
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|
2020
Q2 | $473K | Buy |
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|
2020
Q1 | $416K | Sell |
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|
2019
Q4 | $539K | Sell |
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|
2019
Q3 | $595K | Buy |
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|
2019
Q2 | $557K | Buy |
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|
2019
Q1 | $562K | Buy |
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|
2018
Q4 | $417K | Sell |
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|
2018
Q3 | $675K | Buy |
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|
2018
Q2 | $616K | Buy |
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|
2018
Q1 | $644K | Buy |
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|
2017
Q4 | $635K | Buy |
|
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|
2017
Q3 | $578K | Sell |
|
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|
2017
Q2 | $652K | Buy |
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|
2017
Q1 | $695K | Buy |
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|
2016
Q4 | $660K | Buy |
|
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|
2016
Q3 | $3.87K | Sell |
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|
2016
Q2 | $584K | Sell |
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|
2016
Q1 | $586K | Sell |
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|
2015
Q4 | $533K | Buy |
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|
2015
Q3 | $560K | Sell |
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|
2015
Q2 | $640K | Hold |
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|
2015
Q1 | $631K | Hold |
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|
2014
Q4 | $631K | Hold |
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|
2014
Q3 | $747K | Buy |
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|
2014
Q2 | $700K | Sell |
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|
2014
Q1 | $747K | Sell |
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|
2013
Q4 | $733K | Buy |
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|
2013
Q3 | $718K | Sell |
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|
2013
Q2 | $780K | Buy |
|