Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $319K | Buy |
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|
2025
Q2 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $166K | Buy |
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|
2021
Q2 | $160K | Buy |
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|
2021
Q1 | $132K | Buy |
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|
2020
Q3 | $100K | Hold |
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|
2020
Q2 | $100K | Sell |
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|
2020
Q1 | $159K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $140K | Hold |
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|
2019
Q2 | $132K | Buy |
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|
2019
Q1 | $116K | Sell |
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|
2018
Q4 | $95K | Sell |
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|
2018
Q3 | $144K | Sell |
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|
2018
Q2 | $145K | Hold |
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|
2018
Q1 | $159K | Buy |
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