Mattern Wealth Management’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 | $519K | Hold |
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|
2025
Q1 | $438K | Buy |
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|
2024
Q4 | $343K | Sell |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $400K | Hold |
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|
2023
Q4 | $342K | Hold |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $305K | Hold |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $329K | Buy |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $293K | Buy |
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|
2021
Q3 | $291K | Hold |
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|
2021
Q2 | $291K | Sell |
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|
2021
Q1 | $287K | Sell |
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|
2020
Q4 | $296K | Buy |
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