Geller Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $934K | Buy |
|
|||||
|
2024
Q3 | $910K | Buy |
|
|||||
|
2024
Q2 | $709K | Sell |
|
|||||
|
2024
Q1 | $783K | Sell |
|
|||||
|
2023
Q4 | $707K | Sell |
|
|||||
|
2023
Q3 | $637K | Buy |
|
|||||
|
2023
Q2 | $578K | Buy |
|
|||||
|
2023
Q1 | $444K | Buy |
|
|||||
|
2022
Q4 | $387K | Sell |
|
|||||
|
2022
Q3 | $345K | Buy |
|
|||||
|
2022
Q2 | $330K | Sell |
|
|||||
|
2022
Q1 | $346K | Buy |
|
|||||
|
2021
Q4 | $330K | Sell |
|
|||||
|
2021
Q3 | $340K | Buy |
|
|||||
|
2021
Q2 | $350K | Sell |
|
|||||
|
2021
Q1 | $321K | Buy |
|
|||||
|
2020
Q4 | $336K | Hold |
|
|||||
|
2020
Q3 | $253K | Sell |
|
|||||
|
2020
Q2 | $333K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $234K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $209K | Buy |
|