Halpern Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10.3K | Hold |
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|
2024
Q2 | $8.13K | Sell |
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|
2024
Q1 | $18.7K | Hold |
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|
2023
Q4 | $15.7K | Sell |
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|
2023
Q3 | $16.3K | Buy |
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|
2023
Q2 | $13.1K | Hold |
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|
2023
Q1 | $12.8K | Hold |
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|
2022
Q4 | $13.8K | Hold |
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|
2022
Q3 | $11.6K | Buy |
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|
2022
Q2 | $11.4K | Sell |
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|
2022
Q1 | $95K | Hold |
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|
2021
Q4 | $97.7K | Sell |
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|
2021
Q3 | $198K | Sell |
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|
2021
Q2 | $246K | Hold |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q4 | $205K | Buy |
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|
2020
Q3 | $183K | Sell |
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|
2020
Q2 | $184K | Sell |
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|
2020
Q1 | $176K | Hold |
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|
2019
Q4 | $212K | Buy |
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