Sweet Financial Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $682K | Sell |
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|
2024
Q2 | $543K | Buy |
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|
2024
Q1 | $592K | Hold |
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|
2023
Q4 | $507K | Sell |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $348K | Buy |
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|
2023
Q1 | $338K | Hold |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $364K | Buy |
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|
2022
Q1 | $283K | Buy |
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