Frisch Financial 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 | $1.14M | Sell |
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|
2025
Q2 | $2.46M | Buy |
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $322K | Sell |
|
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|
2024
Q2 | $265K | Sell |
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|
2024
Q1 | $360K | Buy |
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|
2023
Q4 | $224K | Sell |
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|
2023
Q3 | $219K | Sell |
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|
2023
Q2 | $222K | Buy |
|
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $261K | Sell |
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|
2020
Q3 | $502K | Buy |
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|
2020
Q2 | $247K | Sell |
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|
2020
Q1 | $238K | Sell |
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|
2019
Q4 | $322K | Buy |
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|
2019
Q3 | $318K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $291K | Buy |
|