Charles Schwab Trust’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 | $920K | Buy |
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|
2025
Q2 | $958K | Hold |
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|
2025
Q1 | $808K | Sell |
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|
2024
Q4 | $725K | Buy |
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|
2024
Q3 | $461K | Sell |
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|
2024
Q2 | $2.26M | Buy |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $810K | Buy |
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|
2023
Q3 | $540K | Sell |
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|
2023
Q2 | $500K | Sell |
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|
2023
Q1 | $841K | Buy |
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|
2022
Q4 | $401K | Hold |
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|
2022
Q3 | $338K | Sell |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $374K | Sell |
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|
2021
Q4 | $455K | Sell |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $499K | Buy |
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|
2021
Q1 | $384K | Sell |
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|
2020
Q4 | $554K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Buy |
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