Confluence Wealth Services’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 | $4.32M | Sell |
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|
2025
Q1 | $3.61M | Sell |
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|
2024
Q4 | $3.33M | Sell |
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|
2024
Q3 | $3.32M | Sell |
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|
2024
Q2 | $2.71M | Buy |
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|
2024
Q1 | $2.53M | Sell |
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|
2023
Q4 | $2.25M | Sell |
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|
2023
Q3 | $1.94M | Buy |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | $1.89M | Buy |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.8M | Buy |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $1.61M | Buy |
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