EPG 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 | $1.98M | Buy |
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|
2025
Q1 | $1.65M | Buy |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $939K | Buy |
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|
2023
Q4 | $901K | Sell |
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|
2023
Q3 | $695K | Sell |
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|
2023
Q2 | $727K | Sell |
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|
2023
Q1 | $738K | Buy |
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|
2022
Q4 | $396K | Buy |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $240K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $52K | Buy |
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|
2019
Q4 | $27K | Buy |
|