Lipe & Dalton’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 | $29K | Hold |
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|
2025
Q1 | $25K | Hold |
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|
2024
Q4 | $22K | Hold |
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|
2024
Q3 | $22K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $19K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $140K | Hold |
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|
2020
Q2 | $139K | Hold |
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|
2020
Q1 | $128K | Sell |
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|
2019
Q4 | $213K | Sell |
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|
2019
Q3 | $327K | Buy |
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|
2019
Q2 | $297K | Buy |
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|
2019
Q1 | $282K | Hold |
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|
2018
Q4 | $227K | Hold |
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|
2018
Q3 | $302K | Hold |
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|
2018
Q2 | $279K | Sell |
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|
2018
Q1 | $351K | Buy |
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|
2017
Q4 | $221K | Sell |
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|
2017
Q3 | $2.51M | Sell |
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|
2017
Q2 | $2.69M | Sell |
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|
2017
Q1 | $3.6M | Sell |
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|
2016
Q4 | $3.48M | Sell |
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|
2016
Q3 | $3.46M | Sell |
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|
2016
Q2 | $3.31M | Buy |
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|
2016
Q1 | $3.29M | Sell |
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|
2015
Q4 | $3.1M | Sell |
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|
2015
Q3 | $3.41M | Sell |
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|
2015
Q2 | $4M | Sell |
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|
2015
Q1 | $4.02M | Buy |
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|
2014
Q4 | $3.88M | Sell |
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|
2014
Q3 | $4.63M | Sell |
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|
2014
Q2 | $4.43M | Buy |
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|
2014
Q1 | $4.56M | Buy |
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|
2013
Q4 | $3.73M | Buy |
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|
2013
Q3 | $518K | Buy |
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|
2013
Q2 | $418K | Buy |
|