Cedar Brook Financial Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $1.57M | Buy |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.15M | Buy |
|
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $994K | Sell |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $929K | Sell |
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|
2020
Q2 | $923K | Buy |
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|
2020
Q1 | $824K | Buy |
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|
2019
Q4 | $841K | Sell |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $684K | Buy |
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|
2019
Q1 | $693K | Buy |
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|
2018
Q4 | $528K | Buy |
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