Circle Wealth 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
Q2 | $813K | Sell |
|
|||||
|
2025
Q1 | $693K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $970K | Buy |
|
|||||
|
2020
Q2 | $792K | Sell |
|
|||||
|
2020
Q1 | $914K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $415K | Buy |
|
|||||
|
2018
Q2 | $380K | Sell |
|
|||||
|
2018
Q1 | $607K | Buy |
|
|||||
|
2017
Q4 | $574K | Buy |
|
|||||
|
2017
Q3 | $479K | Buy |
|
|||||
|
2017
Q2 | $335K | Buy |
|
|||||
|
2017
Q1 | $350K | Buy |
|