Heritage Financial Services’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 | $1.36M | Sell |
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|
2025
Q2 | $1.43M | Sell |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.04M | Buy |
|
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|
2024
Q2 | $730K | Sell |
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|
2024
Q1 | $964K | Buy |
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|
2023
Q4 | $808K | Sell |
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|
2023
Q3 | $701K | Sell |
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|
2023
Q2 | $686K | Buy |
|
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|
2023
Q1 | $664K | Buy |
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|
2022
Q4 | $703K | Sell |
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|
2022
Q3 | $595K | Sell |
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|
2022
Q2 | $767K | Sell |
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|
2022
Q1 | $706K | Buy |
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|
2021
Q4 | $686K | Buy |
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