Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $148K | Buy |
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|
2024
Q3 | $139K | Sell |
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|
2024
Q2 | $128K | Hold |
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|
2024
Q1 | $142K | Buy |
|
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|
2023
Q4 | $54K | Hold |
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|
2023
Q3 | $46.3K | Hold |
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|
2023
Q2 | $44.2K | Sell |
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|
2023
Q1 | $82.6K | Buy |
|
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|
2022
Q4 | $85.8K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $129K | Buy |
|