Caldwell Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Buy |
16,294
+1,342
|
|
||||
|
2025
Q1 | $3.72M | Buy |
14,952
+2,686
|
|
||||
|
2024
Q4 | $2.7M | Buy |
12,266
+3,883
|
|
||||
|
2024
Q3 | $1.85M | Buy |
8,383
+856
|
|
||||
|
2024
Q2 | $1.3M | Buy |
7,527
+306
|
|
||||
|
2024
Q1 | $1.38M | Sell |
7,221
-8,387
|
|
||||
|
2023
Q4 | $2.55M | Sell |
15,608
-164
|
|
||||
|
2023
Q3 | $2.21M | Sell |
15,772
-282
|
|
||||
|
2023
Q2 | $2.15M | Buy |
16,054
+295
|
|
||||
|
2023
Q1 | $2.07M | Sell |
15,759
-238
|
|
||||
|
2022
Q4 | $2.25M | Sell |
15,997
-65
|
|
||||
|
2022
Q3 | $1.91M | Sell |
16,062
-613
|
|
||||
|
2022
Q2 | $2.35M | Buy |
16,675
+64
|
|
||||
|
2022
Q1 | $2.16M | Sell |
16,611
-1,078
|
|
||||
|
2021
Q4 | $2.36M | Sell |
17,689
-4,368
|
|
||||
|
2021
Q3 | $2.93M | Sell |
22,057
-588
|
|
||||
|
2021
Q2 | $3.17M | Buy |
22,645
+952
|
|
||||
|
2021
Q1 | $2.76M | Sell |
21,693
-74
|
|
||||
|
2020
Q4 | $2.62M | Sell |
21,767
-10,896
|
|
||||
|
2020
Q3 | $3.8M | Buy |
32,663
+6,608
|
|
||||
|
2020
Q2 | $3.01M | Sell |
26,055
-1,247
|
|
||||
|
2020
Q1 | $2.9M | Sell |
27,302
-1,334
|
|
||||
|
2019
Q4 | $3.67M | Buy |
+28,636
|
|