Perennial 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
Q3 | $411K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $77K | Buy |
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|
2021
Q1 | $69K | Buy |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $224K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $27K | Hold |
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|
2017
Q4 | $27K | Hold |
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|
2017
Q3 | $25K | Hold |
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|
2017
Q2 | $27K | Hold |
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|
2017
Q1 | $30K | Hold |
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|
2016
Q4 | $29K | Buy |
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