Ullmann Wealth Partners 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
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $516K | Buy |
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|
2024
Q1 | $538K | Buy |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $334K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $326K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $367K | Buy |
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|
2017
Q1 | $354K | Buy |
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