Summit Financial Strategies’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 | $206K | Sell |
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|
2025
Q2 | $236K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $220K | Buy |
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|
2022
Q2 | $239K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $238K | Buy |
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|
2017
Q1 | $246K | Hold |
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|
2016
Q4 | $235K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $227K | Sell |
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|
2014
Q4 | $235K | Buy |
|