Roth Financial 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 | $903K | Hold |
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|
2025
Q2 | $943K | Hold |
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|
2025
Q1 | $796K | Hold |
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|
2024
Q4 | $703K | Hold |
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|
2024
Q3 | $707K | Sell |
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|
2024
Q2 | $559K | Buy |
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|
2024
Q1 | $611K | Sell |
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|
2023
Q4 | $889K | Buy |
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|
2023
Q3 | $526K | Sell |
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|
2023
Q2 | $515K | Hold |
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|
2023
Q1 | $505K | Hold |
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|
2022
Q4 | $543K | Hold |
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|
2022
Q3 | $458K | Hold |
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|
2022
Q2 | $544K | Hold |
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|
2022
Q1 | $501K | Hold |
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|
2021
Q4 | $515K | Sell |
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|
2021
Q3 | $535K | Hold |
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|
2021
Q2 | $565K | Hold |
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|
2021
Q1 | $513K | Hold |
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|
2020
Q4 | $485K | Buy |
|