Karpas Strategies’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $498K | Buy |
|
|||||
|
2024
Q1 | $549K | Buy |
|
|||||
|
2023
Q4 | $469K | Buy |
|
|||||
|
2023
Q3 | $402K | Buy |
|
|||||
|
2023
Q2 | $383K | Buy |
|
|||||
|
2023
Q1 | $374K | Buy |
|
|||||
|
2022
Q4 | $402K | Buy |
|
|||||
|
2022
Q3 | $338K | Buy |
|
|||||
|
2022
Q2 | $401K | Buy |
|
|||||
|
2022
Q1 | $369K | Sell |
|
|||||
|
2021
Q4 | $379K | Sell |
|
|||||
|
2021
Q3 | $355K | Hold |
|
|||||
|
2021
Q2 | $413K | Hold |
|
|||||
|
2021
Q1 | $375K | Hold |
|
|||||
|
2020
Q4 | $354K | Hold |
|
|||||
|
2020
Q3 | $343K | Hold |
|
|||||
|
2020
Q2 | $340K | Hold |
|
|||||
|
2020
Q1 | $312K | Hold |
|
|||||
|
2019
Q4 | $377K | Hold |
|
|||||
|
2019
Q3 | $409K | Hold |
|
|||||
|
2019
Q2 | $388K | Hold |
|
|||||
|
2019
Q1 | $397K | Hold |
|
|||||
|
2018
Q4 | $320K | Hold |
|
|||||
|
2018
Q3 | $426K | Hold |
|
|||||
|
2018
Q2 | $393K | Hold |
|
|||||
|
2018
Q1 | $432K | Hold |
|
|||||
|
2017
Q4 | $432K | Hold |
|
|||||
|
2017
Q3 | $408K | Hold |
|
|||||
|
2017
Q2 | $433K | Sell |
|
|||||
|
2017
Q1 | $499K | Hold |
|
|||||
|
2016
Q4 | $476K | Buy |
|
|||||
|
2016
Q3 | $392K | Hold |
|
|||||
|
2016
Q2 | $374K | Sell |
|
|||||
|
2016
Q1 | $434K | Hold |
|
|||||
|
2015
Q4 | $394K | Hold |
|
|||||
|
2015
Q3 | $415K | Hold |
|
|||||
|
2015
Q2 | $466K | Hold |
|
|||||
|
2015
Q1 | $460K | Hold |
|
|||||
|
2014
Q4 | $459K | Hold |
|
|||||
|
2014
Q3 | $543K | Hold |
|
|||||
|
2014
Q2 | $519K | Hold |
|
|||||
|
2014
Q1 | $551K | Hold |
|
|||||
|
2013
Q4 | $537K | Hold |
|
|||||
|
2013
Q3 | $530K | Hold |
|
|||||
|
2013
Q2 | $547K | Buy |
|