Edmonds Duncan Registered 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $375K | Buy |
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|
2024
Q2 | $292K | Hold |
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|
2024
Q1 | $323K | Hold |
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|
2023
Q4 | $276K | Hold |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $219K | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $214K | Hold |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $229K | Hold |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $220K | Sell |
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|
2020
Q4 | $293K | Hold |
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|
2020
Q3 | $296K | Hold |
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|
2020
Q2 | $293K | Buy |
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|
2020
Q1 | $268K | Hold |
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|
2019
Q4 | $324K | Hold |
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|
2019
Q3 | $352K | Hold |
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|
2019
Q2 | $338K | Hold |
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|
2019
Q1 | $341K | Hold |
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|
2018
Q4 | $275K | Buy |
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|
2018
Q3 | $224K | Hold |
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|
2018
Q2 | $207K | Hold |
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|
2018
Q1 | $227K | Buy |
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|
2017
Q4 | $221K | Hold |
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|
2017
Q3 | $219K | Buy |
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|
2017
Q2 | $218K | Hold |
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|
2017
Q1 | $226K | Hold |
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|
2016
Q4 | $235K | Hold |
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|
2016
Q3 | $219K | Sell |
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|
2016
Q2 | $249K | Hold |
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|
2016
Q1 | $237K | Hold |
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|
2015
Q4 | $215K | Buy |
|