Independent Solutions Wealth Management’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 | $3.18M | Buy |
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|
2025
Q1 | $2.57M | Buy |
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|
2024
Q4 | $2.1M | Sell |
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|
2024
Q3 | $2.11M | Sell |
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|
2024
Q2 | $1.65M | Sell |
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|
2024
Q1 | $2.04M | Sell |
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|
2023
Q4 | $1.8M | Sell |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.66M | Sell |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $2.15M | Buy |
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|
2022
Q2 | $2.41M | Buy |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $364K | Buy |
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|
2020
Q4 | $303K | Buy |
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|
2020
Q3 | $248K | Buy |
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|
2020
Q2 | $235K | Sell |
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|
2020
Q1 | $239K | Buy |
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|
2019
Q4 | $244K | Buy |
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