Morris Financial Concepts’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 | $850K | Sell |
|
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|
2025
Q1 | $717K | Sell |
|
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|
2024
Q4 | $635K | Buy |
|
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|
2024
Q3 | $638K | Hold |
|
|||||
|
2024
Q2 | $499K | Hold |
|
|||||
|
2024
Q1 | $551K | Buy |
|
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|
2023
Q4 | $470K | Hold |
|
|||||
|
2023
Q3 | $403K | Sell |
|
|||||
|
2023
Q2 | $416K | Hold |
|
|||||
|
2023
Q1 | $408K | Hold |
|
|||||
|
2022
Q4 | $438K | Hold |
|
|||||
|
2022
Q3 | $370K | Hold |
|
|||||
|
2022
Q2 | $439K | Sell |
|
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|
2022
Q1 | $405K | Sell |
|
|||||
|
2021
Q4 | $416K | Buy |
|