Rockbridge Investment 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 | $555K | Buy |
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|
2025
Q1 | $468K | Buy |
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|
2024
Q4 | $401K | Buy |
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|
2024
Q3 | $389K | Buy |
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|
2024
Q2 | $249K | Buy |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $228K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $73.7K | Sell |
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|
2022
Q1 | $74.1K | Sell |
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|
2021
Q4 | $310K | Sell |
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|
2021
Q3 | $322K | Buy |
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|
2021
Q2 | $340K | Sell |
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|
2021
Q1 | $319K | Buy |
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|
2020
Q4 | $67K | Buy |
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|
2020
Q3 | $53K | Sell |
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|
2020
Q2 | $111K | Buy |
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