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
2025
Q1
$527K Buy
2024
Q4
$457K Sell
2024
Q3
$404K Buy
2024
Q2
$352K Buy
2023
Q1
$219K Buy
2022
Q4
$232K Buy
2022
Q3
Sell
2022
Q2
$234K Buy
2022
Q1
$201K Sell
2021
Q4
$212K Sell
2021
Q3
$243K Hold
2021
Q2
$257K Buy
2020
Q4
$344K Buy