Caldwell Trust’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 | $5.2M | Buy |
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|
2025
Q2 | $4.8M | Buy |
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|
2025
Q1 | $3.72M | Buy |
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|
2024
Q4 | $2.7M | Buy |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $2.55M | Sell |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $2.15M | Buy |
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|
2023
Q1 | $2.07M | Sell |
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|
2022
Q4 | $2.25M | Sell |
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|
2022
Q3 | $1.91M | Sell |
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|
2022
Q2 | $2.35M | Buy |
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|
2022
Q1 | $2.16M | Sell |
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|
2021
Q4 | $2.36M | Sell |
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|
2021
Q3 | $2.93M | Sell |
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $2.76M | Sell |
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|
2020
Q4 | $2.62M | Sell |
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|
2020
Q3 | $3.8M | Buy |
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|
2020
Q2 | $3.01M | Sell |
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|
2020
Q1 | $2.9M | Sell |
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|
2019
Q4 | $3.67M | Buy |
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