Golden State Wealth Management’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 | $450K | Buy |
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|
2025
Q2 | $470K | Buy |
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|
2025
Q1 | $376K | Sell |
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|
2024
Q4 | $370K | Buy |
|
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $206K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $334K | Sell |
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|
2020
Q2 | $358K | Buy |
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|
2020
Q1 | $224K | Buy |
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|
2019
Q4 | $219K | Sell |
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|
2019
Q3 | $523K | Buy |
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|
2019
Q2 | $451K | Sell |
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|
2019
Q1 | $466K | Buy |
|