Perfromance Wealth 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 | $2.95M | Buy |
|
|||||
|
2025
Q2 | $2.81M | Sell |
|
|||||
|
2025
Q1 | $2.44M | Buy |
|
|||||
|
2024
Q4 | $2.09M | Buy |
|
|||||
|
2024
Q3 | $2.1M | Buy |
|
|||||
|
2024
Q2 | $1.38M | Hold |
|
|||||
|
2024
Q1 | $1.52M | Buy |
|
|||||
|
2023
Q4 | $1.3M | Buy |
|
|||||
|
2023
Q3 | $898K | Sell |
|
|||||
|
2023
Q2 | $864K | Hold |
|
|||||
|
2023
Q1 | $844K | Buy |
|
|||||
|
2022
Q4 | $889K | Sell |
|
|||||
|
2022
Q3 | $762K | Hold |
|
|||||
|
2022
Q2 | $906K | Hold |
|
|||||
|
2022
Q1 | $834K | Hold |
|
|||||
|
2021
Q4 | $857K | Buy |
|