Meristem Family Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $652K | Sell |
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|
2021
Q4 | $907K | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $693K | Hold |
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|
2021
Q1 | $630K | Hold |
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|
2020
Q4 | $595K | Sell |
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|
2020
Q3 | $648K | Hold |
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|
2020
Q2 | $644K | Buy |
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|
2020
Q1 | $574K | Sell |
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|
2019
Q4 | $698K | Buy |
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|
2019
Q3 | $757K | Sell |
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|
2019
Q2 | $784K | Buy |
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|
2019
Q1 | $763K | Sell |
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|
2018
Q4 | $624K | Buy |
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|
2018
Q3 | $825K | Hold |
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|
2018
Q2 | $762K | Sell |
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|
2018
Q1 | $850K | Hold |
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|
2017
Q4 | $850K | Sell |
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|
2017
Q3 | $847K | Buy |
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|
2017
Q2 | $866K | Buy |
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|
2017
Q1 | $929K | Sell |
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|
2016
Q4 | $901K | Sell |
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|
2016
Q3 | $869K | Buy |
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|
2016
Q2 | $816K | Sell |
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|
2016
Q1 | $821K | Sell |
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|
2015
Q4 | $763K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $929K | Hold |
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|
2015
Q1 | $916K | Buy |
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|
2014
Q4 | $900K | Sell |
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|
2014
Q3 | $1.09M | Buy |
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|
2014
Q2 | $889K | Sell |
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|
2014
Q1 | $983K | Sell |
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|
2013
Q4 | $991K | Sell |
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|
2013
Q3 | $997K | Sell |
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|
2013
Q2 | $1.04M | Buy |
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