SkyOak Wealth’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 | $4.18M | Sell |
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|
2025
Q1 | $3.77M | Buy |
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|
2024
Q4 | $3.29M | Buy |
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|
2024
Q3 | $3.04M | Sell |
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|
2024
Q2 | $2.5M | Buy |
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|
2024
Q1 | $2.66M | Buy |
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|
2023
Q4 | $2.26M | Sell |
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|
2023
Q3 | $2.01M | Buy |
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|
2023
Q2 | $1.9M | Buy |
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|
2023
Q1 | $1.49M | Buy |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $967K | Hold |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $971K | Buy |
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|
2020
Q4 | $830K | Buy |
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|
2020
Q3 | $562K | Sell |
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|
2020
Q2 | $594K | Buy |
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|
2020
Q1 | $392K | Sell |
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|
2019
Q4 | $483K | Buy |
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