Centric 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
Q2 | $574K | Buy |
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|
2025
Q1 | $570K | Buy |
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|
2024
Q4 | $504K | Hold |
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|
2024
Q3 | $490K | Sell |
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|
2024
Q2 | $460K | Buy |
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|
2024
Q1 | $317K | Buy |
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|
2023
Q4 | $323K | Buy |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $292K | Buy |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $435K | Buy |
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|
2021
Q4 | $447K | Sell |
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|
2021
Q3 | $494K | Sell |
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|
2021
Q2 | $523K | Sell |
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|
2021
Q1 | $3.16M | Buy |
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|
2020
Q4 | $2.86M | Buy |
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|
2020
Q3 | $1.44M | Sell |
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|
2020
Q2 | $1.49M | Buy |
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|
2020
Q1 | $1.44M | Sell |
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|
2019
Q4 | $1.47M | Buy |
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|
2019
Q3 | $1.44M | Sell |
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|
2019
Q2 | $1.41M | Buy |
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|
2019
Q1 | $1.39M | Buy |
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|
2018
Q4 | $1M | Buy |
|