Klingman & Associates’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 | $1.31M | Sell |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $998K | Sell |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $605K | Sell |
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|
2024
Q1 | $688K | Buy |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $467K | Sell |
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|
2023
Q2 | $449K | Buy |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $391K | Buy |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $413K | Buy |
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|
2021
Q4 | $422K | Buy |
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|
2021
Q3 | $320K | Sell |
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|
2021
Q2 | $340K | Sell |
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|
2021
Q1 | $370K | Buy |
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|
2020
Q4 | $283K | Buy |
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|
2020
Q3 | $270K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $203K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $148K | Buy |
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|
2016
Q2 | $121K | Hold |
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|
2016
Q1 | $121K | Hold |
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|
2015
Q4 | $110K | Sell |
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|
2015
Q3 | $144K | Hold |
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|
2015
Q2 | $162K | Sell |
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|
2015
Q1 | $161K | Sell |
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|
2014
Q4 | $191K | Buy |
|