Empirical 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
Q2 | $14.3M | Buy |
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2025
Q1 | $11M | Buy |
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2024
Q4 | $2.34M | Buy |
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2024
Q3 | $1.65M | Buy |
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2024
Q2 | $1.26M | Buy |
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2024
Q1 | $1.18M | Buy |
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2023
Q4 | $830K | Sell |
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2023
Q3 | $722K | Sell |
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2023
Q2 | $1.03M | Buy |
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2023
Q1 | $527K | Sell |
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2022
Q4 | $646K | Sell |
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2022
Q3 | $598K | Sell |
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2022
Q2 | $1.01M | Sell |
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2022
Q1 | $947K | Sell |
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2021
Q4 | $984K | Buy |
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2021
Q3 | $917K | Buy |
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2021
Q2 | $864K | Buy |
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2021
Q1 | $593K | Sell |
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2020
Q4 | $621K | Sell |
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2020
Q3 | $1.51M | Sell |
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2020
Q2 | $1.56M | Sell |
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2020
Q1 | $1.48M | Buy |
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2019
Q4 | $1.73M | Buy |
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2019
Q3 | $1.72M | Sell |
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2019
Q2 | $1.8M | Buy |
|
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2019
Q1 | $1.69M | Buy |
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2018
Q4 | $466K | Sell |
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2018
Q3 | $768K | Buy |
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2018
Q2 | $596K | Buy |
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2018
Q1 | $488K | Buy |
|
|||||
2017
Q4 | $301K | Sell |
|
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2017
Q3 | $319K | Sell |
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2017
Q2 | $353K | Buy |
|
|||||
2017
Q1 | $380K | Sell |
|
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2016
Q4 | $366K | Buy |
|
|||||
2016
Q3 | $310K | Buy |
|
|||||
2016
Q2 | $241K | Sell |
|
|||||
2016
Q1 | $331K | Buy |
|
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2015
Q4 | $252K | Sell |
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2015
Q3 | $292K | Sell |
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2015
Q2 | $384K | Buy |
|
|||||
2015
Q1 | $200K | Sell |
|
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2014
Q4 | $254K | Buy |
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2014
Q3 | $291K | Buy |
|
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2014
Q2 | $220K | Buy |
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2013
Q3 | – | Sell |
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2013
Q2 | $202K | Buy |
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