Morningstar Investment Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $740K | Sell |
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|
2024
Q1 | $910K | Sell |
|
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|
2023
Q4 | $1.22M | Buy |
|
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|
2023
Q3 | $427K | Buy |
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|
2023
Q2 | $285K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $583K | Buy |
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|
2016
Q1 | – | Sell |
|
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|
2015
Q4 | $2.63M | Buy |
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|
2015
Q3 | $276K | Buy |
|
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2.63M | Sell |
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|
2014
Q4 | $2.77M | Sell |
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|
2014
Q3 | $4.55M | Buy |
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|
2014
Q2 | $4.15M | Buy |
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|
2014
Q1 | $3.73M | Buy |
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|
2013
Q4 | $2.59M | Buy |
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|
2013
Q3 | $305K | Buy |
|