New Potomac Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $549K | Hold |
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|
2024
Q2 | $430K | Hold |
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|
2024
Q1 | $475K | Hold |
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|
2023
Q4 | $406K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $103K | Hold |
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|
2020
Q2 | $103K | Hold |
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|
2020
Q1 | $94K | Sell |
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|
2019
Q4 | $127K | Hold |
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|
2019
Q3 | $138K | Hold |
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|
2019
Q2 | $131K | Sell |
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|
2019
Q1 | $162K | Hold |
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|
2018
Q4 | $131K | Hold |
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|
2018
Q3 | $174K | Sell |
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|
2018
Q2 | $163K | Hold |
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|
2018
Q1 | $179K | Sell |
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|
2017
Q4 | $180K | Buy |
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