Matrix Private Capital Group’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 | $1.29M | Sell |
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|
2025
Q1 | $1.1M | Hold |
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|
2024
Q4 | $971K | Hold |
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|
2024
Q3 | $977K | Hold |
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|
2024
Q2 | $764K | Buy |
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|
2024
Q1 | $839K | Hold |
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|
2023
Q4 | $718K | Hold |
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|
2023
Q3 | $616K | Hold |
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|
2023
Q2 | $588K | Hold |
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|
2023
Q1 | $576K | Buy |
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|
2022
Q4 | $617K | Sell |
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|
2022
Q3 | $523K | Sell |
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|
2022
Q2 | $627K | Buy |
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|
2022
Q1 | $570K | Buy |
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|
2021
Q4 | $585K | Sell |
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|
2021
Q3 | $602K | Buy |
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|
2021
Q2 | $630K | Sell |
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|
2021
Q1 | $680K | Buy |
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|
2020
Q4 | $543K | Hold |
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|
2020
Q3 | $525K | Hold |
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|
2020
Q2 | $521K | Sell |
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|
2020
Q1 | $489K | Buy |
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|
2019
Q4 | $587K | Buy |
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