Ritter Daniher Financial Advisory’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 | $305K | Hold |
|
|||||
|
2025
Q2 | $319K | Hold |
|
|||||
|
2025
Q1 | $269K | Hold |
|
|||||
|
2024
Q4 | $238K | Buy |
|
|||||
|
2024
Q3 | $217K | Hold |
|
|||||
|
2024
Q2 | $170K | Hold |
|
|||||
|
2024
Q1 | $187K | Hold |
|
|||||
|
2023
Q4 | $160K | Hold |
|
|||||
|
2023
Q3 | $138K | Hold |
|
|||||
|
2023
Q2 | $131K | Hold |
|
|||||
|
2023
Q1 | $128K | Hold |
|
|||||
|
2022
Q4 | $138K | Hold |
|
|||||
|
2022
Q3 | $116K | Hold |
|
|||||
|
2022
Q2 | $138K | Hold |
|
|||||
|
2022
Q1 | $127K | Hold |
|
|||||
|
2021
Q4 | $131K | Sell |
|
|||||
|
2021
Q3 | $136K | Hold |
|
|||||
|
2021
Q2 | $144K | Hold |
|
|||||
|
2021
Q1 | $131K | Sell |
|
|||||
|
2020
Q4 | $149K | Buy |
|