Keudell/Morrison 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 | $1.46M | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $898K | Buy |
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|
2024
Q1 | $989K | Sell |
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|
2023
Q4 | $864K | Sell |
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|
2023
Q3 | $755K | Sell |
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|
2023
Q2 | $827K | Sell |
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|
2023
Q1 | $829K | Sell |
|
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|
2022
Q4 | $892K | Sell |
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|
2022
Q3 | $753K | Buy |
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|
2022
Q2 | $888K | Sell |
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|
2022
Q1 | $877K | Buy |
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|
2021
Q4 | $706K | Sell |
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|
2021
Q3 | $869K | Sell |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $908K | Sell |
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|
2020
Q4 | $883K | Sell |
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|
2020
Q3 | $867K | Buy |
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|
2020
Q2 | $833K | Buy |
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|
2020
Q1 | $474K | Sell |
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|
2019
Q4 | $575K | Sell |
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|
2019
Q3 | $703K | Buy |
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|
2019
Q2 | $667K | Hold |
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|
2019
Q1 | $677K | Buy |
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