Shepherd 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 | $300K | Hold |
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|
2025
Q2 | $313K | Hold |
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|
2025
Q1 | $264K | Buy |
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|
2024
Q4 | $208K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $217K | Hold |
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|
2017
Q4 | $217K | Hold |
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|
2017
Q3 | $210K | Hold |
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|
2017
Q2 | $217K | Sell |
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|
2017
Q1 | $248K | Sell |
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|
2016
Q4 | $299K | Buy |
|