Charter Research & Investment Group’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 | $5.78M | Sell |
|
|||||
|
2025
Q1 | $4.95M | Buy |
|
|||||
|
2024
Q4 | $4.37M | Sell |
|
|||||
|
2024
Q3 | $4.43M | Buy |
|
|||||
|
2024
Q2 | $3.45M | Sell |
|
|||||
|
2024
Q1 | $3.83M | Sell |
|
|||||
|
2023
Q4 | $3.29M | Sell |
|
|||||
|
2023
Q3 | $2.83M | Sell |
|
|||||
|
2023
Q2 | $2.76M | Sell |
|
|||||
|
2023
Q1 | $2.72M | Buy |
|
|||||
|
2022
Q4 | $2.89M | Sell |
|
|||||
|
2022
Q3 | $2.44M | Sell |
|
|||||
|
2022
Q2 | $2.93M | Hold |
|
|||||
|
2022
Q1 | $2.7M | Sell |
|
|||||
|
2021
Q4 | $2.79M | Sell |
|
|||||
|
2021
Q3 | $2.83M | Buy |
|
|||||
|
2021
Q2 | $2.89M | Sell |
|
|||||
|
2021
Q1 | $2.65M | Hold |
|
|||||
|
2020
Q4 | $2.5M | Buy |
|
|||||
|
2020
Q3 | $518K | Buy |
|
|||||
|
2020
Q2 | $472K | Buy |
|
|||||
|
2020
Q1 | $257K | Hold |
|
|||||
|
2019
Q4 | $311K | Hold |
|
|||||
|
2019
Q3 | $337K | Hold |
|
|||||
|
2019
Q2 | $320K | Hold |
|
|||||
|
2019
Q1 | $327K | Hold |
|
|||||
|
2018
Q4 | $264K | Hold |
|
|||||
|
2018
Q3 | $351K | Sell |
|
|||||
|
2018
Q2 | $349K | Hold |
|
|||||
|
2018
Q1 | $383K | Sell |
|
|||||
|
2017
Q4 | $393K | Buy |
|
|||||
|
2016
Q3 | $419K | Hold |
|
|||||
|
2016
Q2 | $401K | Hold |
|
|||||
|
2016
Q1 | $400K | Sell |
|
|||||
|
2015
Q4 | $377K | Sell |
|
|||||
|
2015
Q3 | $426K | Hold |
|
|||||
|
2015
Q2 | $478K | Hold |
|
|||||
|
2015
Q1 | $472K | Hold |
|
|||||
|
2014
Q4 | $472K | Buy |
|