Gladstone Institutional Advisory’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 | $8.65M | Buy |
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|
2025
Q2 | $8.79M | Sell |
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|
2025
Q1 | $8.37M | Buy |
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|
2024
Q4 | $5.76M | Sell |
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|
2024
Q3 | $5.84M | Sell |
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|
2024
Q2 | $5.03M | Sell |
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|
2024
Q1 | $5.81M | Sell |
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|
2023
Q4 | $7.44M | Sell |
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|
2023
Q3 | $6.49M | Buy |
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|
2023
Q2 | $5.88M | Buy |
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|
2023
Q1 | $5.02M | Buy |
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|
2022
Q4 | $3.68M | Sell |
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|
2022
Q3 | $3.95M | Buy |
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|
2022
Q2 | $2.29M | Sell |
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|
2022
Q1 | $2.19M | Sell |
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|
2021
Q4 | $2.25M | Buy |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $1.74M | Buy |
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|
2020
Q4 | $281K | Sell |
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|
2020
Q3 | $313K | Buy |
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|
2020
Q2 | $298K | Sell |
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|
2020
Q1 | $460K | Buy |
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|
2019
Q4 | $409K | Sell |
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|
2019
Q3 | $519K | Sell |
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|
2019
Q2 | $547K | Buy |
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|
2019
Q1 | $445K | Sell |
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|
2018
Q4 | $367K | Buy |
|