Concord Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $328K | Buy |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $342K | Sell |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | $193K | Sell |
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|
2023
Q1 | $200K | Sell |
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|
2022
Q4 | $495K | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $362K | Sell |
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|
2022
Q1 | $466K | Buy |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q3 | $148K | Sell |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | $315K | Buy |
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|
2020
Q4 | $180K | Buy |
|