Cohen Investment Advisors’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 | $751K | Sell |
|
|||||
|
2025
Q2 | $825K | Sell |
|
|||||
|
2025
Q1 | $739K | Buy |
|
|||||
|
2024
Q4 | $652K | Buy |
|
|||||
|
2024
Q3 | $654K | Sell |
|
|||||
|
2024
Q2 | $487K | Sell |
|
|||||
|
2024
Q1 | $670K | Buy |
|
|||||
|
2023
Q4 | $521K | Sell |
|
|||||
|
2023
Q3 | $487K | Sell |
|
|||||
|
2023
Q2 | $494K | Buy |
|
|||||
|
2023
Q1 | $476K | Buy |
|
|||||
|
2022
Q4 | $494K | Buy |
|
|||||
|
2022
Q3 | $392K | Buy |
|
|||||
|
2022
Q2 | $459K | Buy |
|
|||||
|
2022
Q1 | $415K | Buy |
|
|||||
|
2021
Q4 | $421K | Sell |
|
|||||
|
2021
Q3 | $431K | Buy |
|
|||||
|
2021
Q2 | $453K | Sell |
|
|||||
|
2021
Q1 | $415K | Buy |
|
|||||
|
2020
Q4 | $382K | Buy |
|