Genesee Capital Advisors’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 | $1.92M | Buy |
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|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $1.49M | Sell |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $490K | Hold |
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|
2023
Q4 | $420K | Hold |
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|
2023
Q3 | $360K | Hold |
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|
2023
Q2 | $343K | Sell |
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|
2023
Q1 | $343K | Hold |
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|
2022
Q4 | $369K | Sell |
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|
2022
Q3 | $315K | Hold |
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|
2022
Q2 | $374K | Hold |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $348K | Sell |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $357K | Buy |
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|
2020
Q4 | $265K | Hold |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $234K | Sell |
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|
2019
Q4 | $287K | Buy |
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|
2019
Q3 | $311K | Hold |
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|
2019
Q2 | $295K | Buy |
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