Summit Trail Advisors’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 | $6.38M | Buy |
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|
2025
Q2 | $6.09M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $854K | Sell |
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|
2023
Q3 | $816K | Buy |
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|
2023
Q2 | $682K | Buy |
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|
2023
Q1 | $632K | Buy |
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|
2022
Q4 | $518K | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $492K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $508K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $684K | Buy |
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|
2017
Q4 | $763K | Buy |
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