Strategic Wealth Investment Group’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 | $12.3M | Buy |
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|
2025
Q2 | $445K | Sell |
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|
2025
Q1 | $392K | Sell |
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|
2024
Q4 | $10.5M | Buy |
|
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|
2024
Q3 | $10.5M | Sell |
|
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|
2024
Q2 | $12.7M | Buy |
|
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|
2023
Q4 | $6.46M | Buy |
|
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|
2023
Q3 | $4.75M | Buy |
|
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|
2023
Q2 | $4.04M | Buy |
|
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|
2023
Q1 | $3.11M | Buy |
|
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|
2022
Q4 | $2.78M | Buy |
|
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|
2022
Q3 | $2.09M | Buy |
|
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|
2022
Q2 | $2.37M | Sell |
|
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|
2022
Q1 | $2.33M | Buy |
|
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|
2021
Q4 | $2.31M | Buy |
|
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|
2021
Q3 | $1.79M | Buy |
|
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|
2021
Q2 | $1.46M | Buy |
|
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|
2021
Q1 | $973K | Buy |
|
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|
2020
Q4 | $707K | Buy |
|
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|
2020
Q3 | $603K | Buy |
|
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|
2020
Q2 | $531K | Sell |
|
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|
2020
Q1 | $1.31M | Buy |
|
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|
2019
Q4 | $1.28M | Buy |
|