Operose Advisors’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 | $1.44M | Hold |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $935K | Hold |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $868K | Sell |
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|
2023
Q3 | $941K | Buy |
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|
2023
Q2 | $643K | Hold |
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|
2023
Q1 | $630K | Hold |
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|
2022
Q4 | $677K | Sell |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $602K | Hold |
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|
2022
Q1 | $555K | Hold |
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|
2021
Q4 | $570K | Buy |
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