Global Financial Private Client’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 | $3.11M | Buy |
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|
2025
Q1 | $2.61M | Sell |
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|
2024
Q4 | $2.33M | Buy |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $846K | Buy |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q4 | $219K | Hold |
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|
2022
Q3 | $189K | Sell |
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|
2022
Q2 | $220K | Buy |
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|
2022
Q1 | $197K | Hold |
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|
2021
Q4 | $202K | Sell |
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|
2021
Q3 | $217K | Hold |
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|
2021
Q2 | $223K | Sell |
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|
2021
Q1 | $269K | Buy |
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|
2020
Q4 | $202K | Buy |
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|
2020
Q3 | $194K | Sell |
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|
2020
Q2 | $210K | Sell |
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|
2020
Q1 | $229K | Buy |
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|
2019
Q4 | $292K | Buy |
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