BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $688K | Buy |
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|
2022
Q1 | $624K | Sell |
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|
2021
Q4 | $660K | Buy |
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|
2021
Q3 | $578K | Hold |
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|
2021
Q2 | $610K | Hold |
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|
2021
Q1 | $555K | Buy |
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|
2020
Q4 | $522K | Hold |
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|
2020
Q3 | $504K | Sell |
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|
2020
Q2 | $730K | Hold |
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|
2020
Q1 | $670K | Sell |
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|
2019
Q4 | $972K | Buy |
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|
2019
Q3 | $1.01M | Hold |
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|
2019
Q2 | $968K | Buy |
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|
2019
Q1 | $911K | Sell |
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|
2018
Q4 | $942K | Buy |
|