Cerro Pacific Wealth Advisors’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 | $782K | Buy |
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|
2025
Q1 | $527K | Buy |
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|
2024
Q4 | $457K | Sell |
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|
2024
Q3 | $404K | Buy |
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|
2024
Q2 | $352K | Buy |
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|
2023
Q1 | $219K | Buy |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $212K | Sell |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $257K | Buy |
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|
2020
Q4 | $344K | Buy |
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