Morningstar Investment 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
Q3 | $342K | Buy |
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|
2025
Q2 | $313K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $408K | Sell |
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|
2024
Q2 | $448K | Sell |
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|
2024
Q1 | $633K | Hold |
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|
2023
Q4 | $542K | Sell |
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|
2023
Q3 | $1.67M | Sell |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $542K | Buy |
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|
2022
Q4 | $521K | Buy |
|