Capital Wealth Planning’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683M | Buy |
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|
2025
Q1 | $527M | Buy |
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|
2024
Q4 | $456M | Buy |
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|
2024
Q3 | $441M | Buy |
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|
2024
Q2 | $273M | Buy |
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|
2024
Q1 | $277M | Buy |
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|
2023
Q4 | $173M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $342K | Hold |
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|
2021
Q1 | $310K | Sell |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $279K | Sell |
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|
2020
Q1 | $472K | Sell |
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|
2019
Q4 | $693K | Sell |
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|
2019
Q3 | $39.2M | Buy |
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|
2019
Q2 | $34.9M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.23M | Buy |
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|
2018
Q2 | $1.09M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $370K | Sell |
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|
2017
Q2 | $1.46M | Sell |
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|
2017
Q1 | $3.34M | Buy |
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|
2016
Q4 | $1.94M | Buy |
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|
2016
Q3 | $1.57M | Hold |
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|
2016
Q2 | $1.5M | Hold |
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|
2016
Q1 | $1.49M | Hold |
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|
2015
Q4 | $1.36M | Hold |
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|
2015
Q3 | $1.42M | Hold |
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|
2015
Q2 | $1.6M | Hold |
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|
2015
Q1 | $1.58M | Sell |
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|
2014
Q4 | $1.94M | Sell |
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|
2014
Q3 | $4.34M | Sell |
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|
2014
Q2 | $4.63M | Buy |
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|
2014
Q1 | $3.16M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.56M | Buy |
|