Curi 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
Q1 | – | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $985K | Sell |
|
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $932K | Buy |
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|
2022
Q2 | $951K | Buy |
|
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|
2022
Q1 | $867K | Hold |
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|
2021
Q4 | $891K | Sell |
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|
2021
Q3 | $937K | Hold |
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|
2021
Q2 | $989K | Hold |
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|
2021
Q1 | $899K | Sell |
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|
2020
Q4 | $940K | Buy |
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