Close Asset 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 | $577K | Sell |
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|
2025
Q2 | $605K | Sell |
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|
2025
Q1 | $518K | Hold |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $920K | Buy |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $506K | Buy |
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|
2023
Q4 | $416K | Buy |
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|
2023
Q3 | $239K | Buy |
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|
2023
Q2 | $194K | Hold |
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|
2023
Q1 | $190K | Buy |
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|
2022
Q4 | $85K | Buy |
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|
2022
Q3 | $71K | Buy |
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|
2022
Q2 | $79K | Hold |
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|
2022
Q1 | $75K | Hold |
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|
2021
Q4 | $75K | Sell |
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|
2021
Q3 | $78K | Hold |
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|
2021
Q2 | $82K | Hold |
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|
2021
Q1 | $75K | Sell |
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|
2020
Q4 | $146K | Buy |
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|
2020
Q3 | $129K | Hold |
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|
2020
Q2 | $128K | Hold |
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|
2020
Q1 | $118K | Sell |
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|
2019
Q4 | $188K | Hold |
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|
2019
Q3 | $204K | Hold |
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|
2019
Q2 | $194K | Buy |
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|
2019
Q1 | $155K | Buy |
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|
2018
Q4 | $22K | Sell |
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|
2018
Q3 | $151K | Hold |
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|
2018
Q2 | $202K | Hold |
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|
2018
Q1 | $202K | Hold |
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|
2017
Q4 | $207K | Sell |
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|
2017
Q3 | $215K | Buy |
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|
2017
Q2 | $154K | Sell |
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|
2017
Q1 | $314K | Buy |
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|
2016
Q4 | $166K | Buy |
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