Ellenbecker Investment 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
Q3 | $894K | Buy |
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|
2025
Q2 | $666K | Buy |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | $453K | Buy |
|
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|
2024
Q3 | $453K | Buy |
|
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|
2024
Q2 | $346K | Sell |
|
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|
2024
Q1 | $395K | Buy |
|
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|
2023
Q4 | $286K | Buy |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $233K | Sell |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $238K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $221K | Sell |
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|
2017
Q4 | $223K | Buy |
|