Cypress 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
Q3 | $524K | Buy |
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|
2025
Q2 | $547K | Buy |
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|
2025
Q1 | $370K | Buy |
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|
2024
Q4 | $321K | Sell |
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|
2024
Q3 | $324K | Buy |
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|
2024
Q2 | $241K | Buy |
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|
2024
Q1 | $255K | Buy |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $220K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $491K | Sell |
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|
2021
Q2 | $562K | Sell |
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|
2021
Q1 | $586K | Buy |
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|
2020
Q4 | $538K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $509K | Buy |
|
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|
2020
Q1 | $464K | Buy |
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|
2019
Q4 | $556K | Buy |
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|
2019
Q3 | $600K | Buy |
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|
2019
Q2 | $565K | Sell |
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|
2019
Q1 | $600K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $726K | Buy |
|