Selective 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
Q3 | $1.36M | Sell |
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|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $1.33M | Sell |
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|
2022
Q2 | $2.81M | Sell |
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|
2022
Q1 | $2.65M | Sell |
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|
2021
Q4 | $2.99M | Sell |
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|
2021
Q3 | $3.59M | Sell |
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|
2021
Q2 | $6.21M | Sell |
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|
2021
Q1 | $8.3M | Sell |
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|
2020
Q4 | $8.34M | Buy |
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|
2020
Q3 | $6.96M | Buy |
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|
2020
Q2 | $6.55M | Buy |
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|
2020
Q1 | $110K | Buy |
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|
2019
Q4 | $133K | Sell |
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|
2019
Q3 | $147K | Buy |
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|
2018
Q3 | $152K | Buy |
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