Concentric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $321K | Sell |
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|
2024
Q2 | $265K | Sell |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $217K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $280K | Sell |
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|
2021
Q1 | $262K | Buy |
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|
2020
Q4 | $238K | Buy |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | $208K | Buy |
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|
2019
Q4 | $251K | Sell |
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|
2019
Q3 | $344K | Buy |
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|
2019
Q2 | $326K | Buy |
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|
2019
Q1 | $333K | Sell |
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|
2018
Q4 | $621K | Sell |
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|
2018
Q3 | $1.08M | Buy |
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|
2018
Q2 | $955K | Buy |
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|
2018
Q1 | $1.05M | Buy |
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|
2017
Q4 | $1.04M | Sell |
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|
2017
Q3 | $991K | Buy |
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|
2017
Q2 | $1.05M | Buy |
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|
2017
Q1 | $1.09M | Sell |
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|
2016
Q4 | $1.08M | Buy |
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