Heron Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $325K | Sell |
|
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|
2022
Q1 | $329K | Buy |
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|
2021
Q4 | $330K | Buy |
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|
2021
Q3 | $269K | Hold |
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|
2021
Q2 | $284K | Hold |
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|
2021
Q1 | $258K | Hold |
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|
2020
Q4 | $250K | Hold |
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|
2020
Q3 | $236K | Buy |
|