Kozak & 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 | $361K | Buy |
|
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|
2025
Q2 | $292K | Buy |
|
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|
2025
Q1 | $240K | Buy |
|
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|
2024
Q4 | $213K | Buy |
|
|||||
|
2024
Q3 | $222K | Buy |
|
|||||
|
2024
Q2 | $166K | Buy |
|
|||||
|
2024
Q1 | $158K | Sell |
|
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|
2023
Q4 | $158K | Sell |
|
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|
2023
Q3 | $178K | Buy |
|
|||||
|
2023
Q2 | $165K | Buy |
|
|||||
|
2023
Q1 | $161K | Buy |
|
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|
2022
Q4 | $148K | Sell |
|
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|
2022
Q3 | $125K | Buy |
|
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|
2022
Q2 | $148K | Buy |
|
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|
2022
Q1 | $130K | Hold |
|
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|
2021
Q4 | $130K | Sell |
|
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|
2021
Q3 | $123K | Buy |
|