RKL 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
Q2 | $4.14M | Sell |
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|
2025
Q1 | $3.49M | Buy |
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|
2024
Q4 | $3.04M | Buy |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.38M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.24M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $214K | Hold |
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|
2015
Q2 | $240K | Sell |
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|
2015
Q1 | $276K | Sell |
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|
2014
Q4 | $296K | Hold |
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|
2014
Q3 | $350K | Hold |
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|
2014
Q2 | $334K | Hold |
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|
2014
Q1 | $355K | Buy |
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