Copperwynd Financial’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 | $1.54M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $963K | Buy |
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|
2024
Q1 | $862K | Sell |
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|
2023
Q4 | $760K | Buy |
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|
2023
Q3 | $651K | Sell |
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|
2023
Q2 | $635K | Buy |
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|
2023
Q1 | $604K | Buy |
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|
2022
Q4 | $645K | Sell |
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|
2022
Q3 | $547K | Sell |
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|
2022
Q2 | $665K | Sell |
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|
2022
Q1 | $617K | Buy |
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|
2021
Q4 | $549K | Sell |
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|
2021
Q3 | $603K | Buy |
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|
2021
Q2 | $609K | Buy |
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|
2021
Q1 | $547K | Buy |
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|
2020
Q4 | $424K | Sell |
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|
2020
Q3 | $503K | Sell |
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|
2020
Q2 | $510K | Sell |
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|
2020
Q1 | $492K | Buy |
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|
2019
Q4 | $543K | Sell |
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|
2019
Q3 | $590K | Buy |
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|
2019
Q2 | $517K | Buy |
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|
2019
Q1 | $525K | Buy |
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|
2018
Q4 | $395K | Sell |
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|
2018
Q3 | $584K | Buy |
|