Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.3M | Buy |
|
|||||
|
2025
Q2 | $4.14M | Buy |
|
|||||
|
2025
Q1 | $2.78M | Sell |
|
|||||
|
2024
Q4 | $3.6M | Buy |
|
|||||
|
2024
Q3 | $2.93M | Buy |
|
|||||
|
2024
Q2 | $965K | Sell |
|
|||||
|
2024
Q1 | $938K | Buy |
|
|||||
|
2023
Q4 | $895K | Buy |
|
|||||
|
2023
Q3 | $758K | Buy |
|
|||||
|
2023
Q2 | $689K | Buy |
|
|||||
|
2023
Q1 | $551K | Sell |
|
|||||
|
2022
Q4 | $643K | Hold |
|
|||||
|
2022
Q3 | $563K | Sell |
|
|||||
|
2022
Q2 | $729K | Buy |
|