Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.03M | Hold |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $804K | Sell |
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|
2024
Q1 | $901K | Sell |
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|
2023
Q4 | $794K | Buy |
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|
2023
Q3 | $667K | Buy |
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|
2023
Q2 | $631K | Sell |
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|
2023
Q1 | $634K | Sell |
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|
2022
Q4 | $716K | Sell |
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|
2022
Q3 | $694K | Buy |
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|
2022
Q2 | $704K | Buy |
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|
2022
Q1 | $643K | Sell |
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|
2021
Q4 | $667K | Buy |
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|
2021
Q3 | $645K | Sell |
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|
2021
Q2 | $714K | Sell |
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|
2021
Q1 | $650 | Buy |
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|
2020
Q4 | $608K | Sell |
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|
2020
Q3 | $587K | Sell |
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|
2020
Q2 | $616K | Buy |
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|
2020
Q1 | $561K | Sell |
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|
2019
Q4 | $681K | Buy |
|