Union Heritage Capital’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 | $302K | Hold |
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|
2025
Q2 | $315K | Hold |
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|
2025
Q1 | $266K | Hold |
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|
2024
Q4 | $235K | Hold |
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|
2024
Q3 | $237K | Hold |
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|
2024
Q2 | $185K | Hold |
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|
2024
Q1 | $204K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $597K | Sell |
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|
2021
Q3 | $621K | Sell |
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|
2021
Q2 | $919K | Hold |
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|
2021
Q1 | $835K | Buy |
|