Citadel Investment Advisory’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
$4.85M Hold
2025
Q2
$5.07M Sell
2025
Q1
$4.41M Hold
2024
Q4
$3.9M Buy
2024
Q3
$3.9M Sell
2024
Q2
$3.06M Hold
2024
Q1
$3.37M Sell
2023
Q4
$2.9M Sell
2023
Q3
$2.51M Sell
2023
Q2
$2.4M Sell
2023
Q1
$2.39M Sell
2022
Q4
$2.63M Sell
2022
Q3
$2.32M Sell
2022
Q2
$2.77M Sell
2022
Q1
$2.65M Sell
2021
Q4
$2.87M Sell
2021
Q3
$2.99M Sell
2021
Q2
$3.15M Sell
2021
Q1
$2.97M Hold
2020
Q4
$2.81M Buy