Clearstead 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 | $2.69M | Sell |
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|
2025
Q2 | $2.84M | Sell |
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|
2025
Q1 | $2.41M | Sell |
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|
2024
Q4 | $2.15M | Sell |
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|
2024
Q3 | $2.16M | Sell |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.88M | Buy |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $590K | Hold |
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|
2022
Q1 | $543K | Hold |
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|
2021
Q4 | $559K | Sell |
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|
2021
Q3 | $581K | Hold |
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|
2021
Q2 | $613K | Hold |
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|
2021
Q1 | $557K | Hold |
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|
2020
Q4 | $526K | Hold |
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|
2020
Q3 | $508K | Hold |
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|
2020
Q2 | $505K | Hold |
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|
2020
Q1 | $464K | Buy |
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|
2019
Q4 | $507K | Sell |
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|
2019
Q3 | $558K | Hold |
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|
2019
Q2 | $529K | Buy |
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|
2019
Q1 | $506K | Buy |
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|
2018
Q4 | $404K | Sell |
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|
2018
Q3 | $703K | Sell |
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|
2018
Q2 | $691K | Sell |
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|
2018
Q1 | $863K | Sell |
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|
2017
Q4 | $962K | Sell |
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|
2017
Q3 | $1.41M | Sell |
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|
2017
Q2 | $1.65M | Buy |
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|
2017
Q1 | $1.97M | Sell |
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|
2016
Q4 | $1.91M | Buy |
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