Keebeck Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
1,512
+165
| +12% | +$48.6K | 0.06% | 218 |
|
|
2025
Q1 | $335K | Buy |
1,347
+190
| +16% | +$47.2K | 0.05% | 202 |
|
|
2024
Q4 | $254K | Buy |
1,157
+135
| +13% | +$29.7K | 0.04% | 230 |
|
|
2024
Q3 | $226K | Buy |
+1,022
| New | +$226K | 0.03% | 237 |
|
|
2021
Q3 | – | Sell |
-1,665
| Closed | -$233K | – | 227 |
|
|
2021
Q2 | $233K | Buy |
1,665
+78
| +5% | +$10.9K | 0.03% | 222 |
|
|
2021
Q1 | $202K | Buy |
+1,587
| New | +$202K | 0.03% | 227 |
|
|
2020
Q3 | – | Sell |
-582
| Closed | -$67K | – | 264 |
|
|
2020
Q2 | $67K | Buy |
+582
| New | +$67K | 0.02% | 201 |
|
|
2020
Q1 | – | Sell |
-582
| Closed | -$74K | – | 232 |
|
|
2019
Q4 | $74K | Buy |
+582
| New | +$74K | 0.02% | 200 |
|