Private 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 | $779K | Buy |
|
|||||
|
2025
Q2 | $780K | Hold |
|
|||||
|
2025
Q1 | $658K | Buy |
|
|||||
|
2024
Q4 | $572K | Sell |
|
|||||
|
2024
Q3 | $704K | Buy |
|
|||||
|
2024
Q2 | $415K | Hold |
|
|||||
|
2024
Q1 | $458K | Sell |
|
|||||
|
2023
Q4 | $543K | Hold |
|
|||||
|
2023
Q3 | $466K | Buy |
|
|||||
|
2023
Q2 | $437K | Buy |
|
|||||
|
2023
Q1 | $415K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $219K | Hold |
|
|||||
|
2020
Q2 | $217K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $241K | Hold |
|
|||||
|
2019
Q3 | $262K | Sell |
|
|||||
|
2019
Q2 | $303K | Sell |
|
|||||
|
2019
Q1 | $328K | Hold |
|
|||||
|
2018
Q4 | $265K | Sell |
|
|||||
|
2018
Q3 | $583K | Hold |
|
|||||
|
2018
Q2 | $539K | Sell |
|
|||||
|
2018
Q1 | $596K | Sell |
|
|||||
|
2017
Q4 | $821K | Sell |
|
|||||
|
2017
Q3 | $811K | Buy |
|
|||||
|
2017
Q2 | $857K | Hold |
|
|||||
|
2017
Q1 | $970K | Buy |
|
|||||
|
2016
Q4 | $840K | Sell |
|
|||||
|
2016
Q3 | $822K | Hold |
|
|||||
|
2016
Q2 | $786K | Hold |
|
|||||
|
2016
Q1 | $784K | Sell |
|
|||||
|
2015
Q4 | $726K | Sell |
|
|||||
|
2015
Q3 | $790K | Sell |
|
|||||
|
2015
Q2 | $1.1M | Sell |
|
|||||
|
2015
Q1 | $1.25M | Sell |
|
|||||
|
2014
Q4 | $1.29M | Sell |
|
|||||
|
2014
Q3 | $2.81M | Buy |
|
|||||
|
2014
Q2 | $2.5M | Sell |
|
|||||
|
2014
Q1 | $2.75M | Buy |
|
|||||
|
2013
Q4 | $2.6M | Buy |
|
|||||
|
2013
Q3 | $2.55M | Sell |
|
|||||
|
2013
Q2 | $4.17M | Buy |
|