Key Client Fiduciary Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.77M | Sell |
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|
2025
Q2 | $2.91M | Sell |
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|
2025
Q1 | $2.46M | Buy |
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|
2024
Q4 | $2.17M | Buy |
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|
2024
Q3 | $2.18M | Buy |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.67M | Sell |
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|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $1.65M | Buy |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.67M | Buy |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $272K | Buy |
|