Schechter Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.78M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $952K | Sell |
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|
2024
Q1 | $1.15M | Buy |
|
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|
2023
Q4 | $911K | Buy |
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|
2023
Q3 | $761K | Buy |
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|
2023
Q2 | $618K | Sell |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $789K | Sell |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $689K | Buy |
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|
2021
Q4 | $484K | Buy |
|