Charter Oak Capital 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
Q3 | $645K | Sell |
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|
2025
Q2 | $712K | Buy |
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|
2025
Q1 | $542K | Sell |
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|
2024
Q4 | $558K | Buy |
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|
2024
Q3 | $536K | Buy |
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|
2024
Q2 | $386K | Buy |
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|
2024
Q1 | $356K | Buy |
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $391K | Sell |
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|
2022
Q3 | $334K | Sell |
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|
2022
Q2 | $461K | Buy |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $302K | Sell |
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|
2021
Q3 | $311K | Buy |
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|
2021
Q2 | $180K | Buy |
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|
2021
Q1 | $164K | Buy |
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|
2020
Q4 | $131K | Buy |
|