Crestwood Advisors Group’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 | $7.57M | Buy |
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|
2025
Q1 | $6.13M | Buy |
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|
2024
Q4 | $5.03M | Buy |
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|
2024
Q3 | $4.89M | Buy |
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|
2024
Q2 | $2.61M | Buy |
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|
2024
Q1 | $2.86M | Sell |
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|
2023
Q4 | $2.5M | Buy |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $1.36M | Sell |
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|
2023
Q1 | $1.84M | Sell |
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|
2022
Q4 | $2.25M | Sell |
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|
2022
Q3 | $2.35M | Sell |
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|
2022
Q2 | $2.8M | Sell |
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|
2022
Q1 | $2.58M | Sell |
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|
2021
Q4 | $2.83M | Sell |
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|
2021
Q3 | $2.92M | Sell |
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|
2021
Q2 | $3.11M | Buy |
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|
2021
Q1 | $2.81M | Buy |
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|
2020
Q4 | $2.65M | Buy |
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|
2020
Q3 | $2.09M | Buy |
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|
2020
Q2 | $2.06M | Buy |
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|
2020
Q1 | $1.48M | Sell |
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|
2019
Q4 | $1.81M | Sell |
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|
2019
Q3 | $2.13M | Buy |
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|
2019
Q2 | $2.02M | Buy |
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|
2019
Q1 | $1.8M | Buy |
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|
2018
Q4 | $1.43M | Buy |
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|
2018
Q3 | $1.91M | Sell |
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|
2018
Q2 | $1.83M | Buy |
|
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|
2018
Q1 | $1.95M | Sell |
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|
2017
Q4 | $2.02M | Sell |
|
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|
2017
Q3 | $1.95M | Sell |
|
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|
2017
Q2 | $1.97M | Sell |
|
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|
2017
Q1 | $2.24M | Buy |
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|
2016
Q4 | $1.29M | Sell |
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|
2016
Q3 | $1.25M | Sell |
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|
2016
Q2 | $1.28M | Sell |
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|
2016
Q1 | $1.29M | Sell |
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|
2015
Q4 | $1.34M | Buy |
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|
2015
Q3 | $1.14M | Sell |
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|
2015
Q2 | $1.33M | Sell |
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|
2015
Q1 | $1.52M | Sell |
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|
2014
Q4 | $1.68M | Sell |
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|
2014
Q3 | $2.07M | Sell |
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|
2014
Q2 | $2.03M | Buy |
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|
2014
Q1 | $1.71M | Sell |
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|
2013
Q4 | $2.18M | Sell |
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|
2013
Q3 | $2.21M | Sell |
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|
2013
Q2 | $2.46M | Buy |
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