NorthRock Partners’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 | $7.3M | Buy |
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|
2025
Q2 | $6.14M | Buy |
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|
2025
Q1 | $5.02M | Sell |
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|
2024
Q4 | $4.57M | Buy |
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|
2024
Q3 | $4.32M | Buy |
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|
2024
Q2 | $3.21M | Buy |
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|
2024
Q1 | $2.84M | Buy |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $806K | Sell |
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|
2023
Q2 | $770K | Sell |
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|
2023
Q1 | $839K | Sell |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $878K | Sell |
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|
2022
Q2 | $1.81M | Sell |
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $2.13M | Sell |
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|
2021
Q3 | $3.55M | Buy |
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|
2021
Q2 | $3.67M | Buy |
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|
2021
Q1 | $3.1M | Sell |
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|
2020
Q4 | $3.1M | Sell |
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|
2020
Q3 | $3.43M | Buy |
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|
2020
Q2 | $2.47M | Buy |
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|
2020
Q1 | $1.64M | Sell |
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|
2019
Q4 | $2.34M | Buy |
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|
2019
Q3 | $1.25M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $333K | Sell |
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|
2016
Q2 | $378K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $311K | Buy |
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|
2015
Q1 | $265K | Buy |
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|
2014
Q4 | $336K | Buy |
|