Pathstone Family Office’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $5.36M | Buy |
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|
2023
Q1 | $5.33M | Sell |
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|
2022
Q4 | $14.5M | Buy |
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|
2022
Q3 | $11.6M | Buy |
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|
2022
Q2 | $5.75M | Buy |
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|
2022
Q1 | $4.08M | Buy |
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|
2021
Q4 | $1.9M | Sell |
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|
2021
Q3 | $2.85M | Sell |
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|
2021
Q2 | $3.06M | Buy |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $243K | Buy |
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|
2020
Q3 | $147K | Sell |
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|
2020
Q2 | $173K | Sell |
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|
2020
Q1 | $233K | Buy |
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|
2019
Q4 | $1.28M | Sell |
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|
2019
Q3 | $162K | Sell |
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|
2019
Q2 | $719K | Buy |
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|
2019
Q1 | $637K | Buy |
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|
2018
Q4 | $95K | Sell |
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|
2018
Q3 | $178K | Buy |
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|
2018
Q2 | $155K | Hold |
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|
2018
Q1 | $171K | Sell |
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|
2017
Q4 | $187K | Buy |
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|
2017
Q3 | $169K | Sell |
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|
2017
Q2 | $429K | Sell |
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|
2017
Q1 | $489K | Sell |
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|
2016
Q4 | $534K | Buy |
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|
2016
Q3 | $170K | Hold |
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|
2016
Q2 | $162K | Buy |
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|
2016
Q1 | $132K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $73K | Buy |
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|
2014
Q2 | $22K | Sell |
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|
2014
Q1 | $78K | Buy |
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|
2013
Q4 | $67K | Sell |
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|
2013
Q3 | $72K | Sell |
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|
2013
Q2 | $112K | Buy |
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