Marcum Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.26M | Sell |
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|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $2.23M | Buy |
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|
2024
Q2 | $1.56M | Buy |
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|
2024
Q1 | $1.71M | Buy |
|
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $760K | Buy |
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|
2023
Q2 | $723K | Sell |
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|
2023
Q1 | $743K | Buy |
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|
2022
Q4 | $780K | Sell |
|
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|
2022
Q3 | $700K | Buy |
|
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|
2022
Q2 | $709K | Buy |
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|
2022
Q1 | $608K | Sell |
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|
2021
Q4 | $858K | Sell |
|
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|
2021
Q3 | $962K | Buy |
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|
2021
Q2 | $981K | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $470K | Buy |
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|
2020
Q3 | $357K | Sell |
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|
2020
Q2 | $409K | Buy |
|