Measured Wealth Private Client 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
Q3 | $329K | Sell |
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|
2025
Q2 | $612K | Buy |
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|
2025
Q1 | $419K | Buy |
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|
2024
Q4 | $274K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $227K | Sell |
|
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|
2021
Q4 | $341K | Sell |
|
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|
2021
Q3 | $585K | Sell |
|
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|
2021
Q2 | $1.77M | Buy |
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|
2021
Q1 | $1.42M | Buy |
|
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|
2020
Q4 | $1.14M | Buy |
|
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|
2020
Q3 | $803K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $14K | Buy |
|