Evercore 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 | $17.5M | Buy |
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|
2025
Q1 | $13M | Sell |
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|
2024
Q4 | $12M | Buy |
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|
2024
Q3 | $11.7M | Buy |
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|
2024
Q2 | $8.77M | Buy |
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|
2024
Q1 | $9.32M | Buy |
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|
2023
Q4 | $7.76M | Buy |
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|
2023
Q3 | $6.27M | Buy |
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|
2023
Q2 | $5.55M | Buy |
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|
2023
Q1 | $3.18M | Buy |
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|
2022
Q4 | $2.45M | Sell |
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|
2022
Q3 | $2.38M | Sell |
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|
2022
Q2 | $2.84M | Sell |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $3.03M | Sell |
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|
2021
Q3 | $3.34M | Buy |
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|
2021
Q2 | $3.5M | Buy |
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|
2021
Q1 | $3.17M | Sell |
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|
2020
Q4 | $3.47M | Buy |
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|
2020
Q3 | $3.24M | Buy |
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|
2020
Q2 | $3.11M | Buy |
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|
2020
Q1 | $2.83M | Sell |
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|
2019
Q4 | $5.03M | Buy |
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|
2019
Q3 | $3.6M | Sell |
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|
2019
Q2 | $3.56M | Buy |
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|
2019
Q1 | $3.58M | Buy |
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|
2018
Q4 | $2.85M | Sell |
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|
2018
Q3 | $4.26M | Sell |
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|
2018
Q2 | $4.05M | Buy |
|
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|
2018
Q1 | $3.7M | Sell |
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|
2017
Q4 | $3.9M | Sell |
|
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|
2017
Q3 | $4.11M | Sell |
|
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|
2017
Q2 | $4.61M | Sell |
|
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|
2017
Q1 | $5.45M | Sell |
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|
2016
Q4 | $5.43M | Buy |
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|
2016
Q3 | $4.97M | Sell |
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|
2016
Q2 | $5.01M | Sell |
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|
2016
Q1 | $5.43M | Sell |
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|
2015
Q4 | $5.12M | Sell |
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|
2015
Q3 | $5.49M | Sell |
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|
2015
Q2 | $6.36M | Sell |
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|
2015
Q1 | $7.19M | Sell |
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|
2014
Q4 | $8.05M | Sell |
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|
2014
Q3 | $10.8M | Sell |
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|
2014
Q2 | $10.4M | Buy |
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|
2014
Q1 | $10.8M | Buy |
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|
2013
Q4 | $10.1M | Sell |
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|
2013
Q3 | $10.9M | Sell |
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|
2013
Q2 | $14.1M | Buy |
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