Cary Street Partners Investment Advisory’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 | $517K | Buy |
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|
2025
Q1 | $359K | Buy |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $6.49M | Sell |
|
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|
2024
Q2 | $5.11M | Buy |
|
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|
2024
Q1 | $5.44M | Sell |
|
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|
2023
Q4 | $4.66M | Sell |
|
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|
2023
Q3 | $4.05M | Buy |
|
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|
2023
Q2 | $2.08M | Buy |
|
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|
2023
Q1 | $1.98M | Buy |
|
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|
2022
Q4 | $2.09M | Buy |
|
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|
2022
Q3 | $1.74M | Buy |
|
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|
2022
Q2 | $1.8M | Buy |
|
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|
2022
Q1 | $557K | Buy |
|
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|
2021
Q4 | $528K | Buy |
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|
2021
Q3 | $507K | Buy |
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|
2021
Q2 | $444K | Buy |
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|
2021
Q1 | $306K | Sell |
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|
2020
Q4 | $1.99M | Sell |
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|
2020
Q3 | $3.88M | Buy |
|