Heritage Trust’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 | $1.58M | Buy |
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|
2025
Q2 | $1.62M | Sell |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q2 | $1.04M | Hold |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $994K | Buy |
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|
2023
Q3 | $822K | Sell |
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|
2023
Q2 | $790K | Buy |
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|
2023
Q1 | $658K | Hold |
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|
2022
Q4 | $707K | Buy |
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|
2022
Q3 | $583K | Buy |
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|
2022
Q2 | $689K | Sell |
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|
2022
Q1 | $645K | Buy |
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|
2021
Q4 | $662K | Sell |
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|
2021
Q3 | $718K | Buy |
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|
2021
Q2 | $725K | Buy |
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|
2021
Q1 | $654K | Sell |
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|
2020
Q4 | $662K | Buy |
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|
2020
Q3 | $507K | Buy |
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|
2020
Q2 | $410K | Buy |
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|
2020
Q1 | $370K | Sell |
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|
2019
Q4 | $549K | Sell |
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|
2019
Q3 | $600K | Hold |
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|
2019
Q2 | $569K | Sell |
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|
2019
Q1 | $633K | Sell |
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|
2018
Q4 | $562K | Sell |
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|
2018
Q3 | $3.2M | Sell |
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|
2018
Q2 | $2.97M | Sell |
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|
2018
Q1 | $3.26M | Sell |
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|
2017
Q4 | $3.31M | Sell |
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|
2017
Q3 | $3.14M | Sell |
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|
2017
Q2 | $3.64M | Sell |
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|
2017
Q1 | $4.48M | Buy |
|