Prentice Wealth Management’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 | $1.92M | Buy |
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|
2025
Q2 | $1.74M | Buy |
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|
2025
Q1 | $1.25M | Hold |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.1M | Hold |
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|
2024
Q2 | $864K | Hold |
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|
2024
Q1 | $953K | Hold |
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|
2023
Q4 | $817K | Buy |
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|
2023
Q3 | $686K | Sell |
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|
2023
Q2 | $659K | Sell |
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|
2023
Q1 | $677K | Buy |
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|
2022
Q4 | $728K | Sell |
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|
2022
Q3 | $617K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $734K | Hold |
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|
2021
Q4 | $754K | Sell |
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|
2021
Q3 | $787K | Hold |
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|
2021
Q2 | $830K | Buy |
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|
2021
Q1 | $755K | Buy |
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