Edgemoor Investment Advisors’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 | $296K | Buy |
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|
2025
Q2 | $292K | Hold |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $217K | Hold |
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|
2024
Q3 | $219K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $203K | Hold |
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|
2015
Q1 | $200K | Sell |
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|
2014
Q4 | $249K | Sell |
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|
2014
Q3 | $8.97M | Buy |
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|
2014
Q2 | $5.07M | Buy |
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|
2014
Q1 | $408K | Hold |
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|
2013
Q4 | $398K | Buy |
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|
2013
Q3 | $333K | Sell |
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|
2013
Q2 | $351K | Buy |
|