GW Henssler & Associates’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 | $471K | Sell |
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|
2025
Q1 | $408K | Buy |
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|
2024
Q4 | $359K | Hold |
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|
2024
Q3 | $359K | Buy |
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|
2024
Q2 | $271K | Sell |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $317K | Buy |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $205K | Sell |
|
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $354K | Sell |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $475K | Buy |
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|
2021
Q1 | $253K | Sell |
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|
2020
Q4 | $259K | Buy |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | $237K | Sell |
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|
2020
Q1 | $253K | Buy |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $328K | Buy |
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|
2019
Q2 | $285K | Buy |
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|
2019
Q1 | $202K | Sell |
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|
2018
Q4 | $243K | Sell |
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|
2018
Q3 | $324K | Sell |
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|
2018
Q2 | $310K | Buy |
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|
2018
Q1 | $327K | Hold |
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|
2017
Q4 | $327K | Sell |
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|
2017
Q3 | $326K | Sell |
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|
2017
Q2 | $364K | Sell |
|
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|
2017
Q1 | $457K | Sell |
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|
2016
Q4 | $459K | Sell |
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|
2016
Q3 | $451K | Sell |
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|
2016
Q2 | $700K | Sell |
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|
2016
Q1 | $2.33M | Sell |
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|
2015
Q4 | $4.76M | Sell |
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|
2015
Q3 | $6.8M | Sell |
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|
2015
Q2 | $9.84M | Sell |
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|
2015
Q1 | $13M | Sell |
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|
2014
Q4 | $14.4M | Buy |
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|
2014
Q3 | $17M | Buy |
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|
2014
Q2 | $16M | Sell |
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|
2014
Q1 | $19M | Buy |
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|
2013
Q4 | $17.4M | Sell |
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|
2013
Q3 | $17.6M | Sell |
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|
2013
Q2 | $18.5M | Buy |
|