United Asset 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 | $702K | Buy |
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|
2025
Q2 | $718K | Buy |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $547K | Buy |
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|
2024
Q3 | $549K | Sell |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $461K | Sell |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $1.58M | Sell |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $322K | Sell |
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|
2021
Q4 | $1.08M | Sell |
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|
2021
Q3 | $1.44M | Buy |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.16M | Sell |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | $1.25M | Hold |
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|
2020
Q1 | $1.15M | Sell |
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|
2019
Q4 | $1.47M | Sell |
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|
2019
Q3 | $3.26M | Buy |
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|
2019
Q2 | $2.87M | Buy |
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|
2019
Q1 | $2.69M | Buy |
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|
2018
Q4 | $1.85M | Buy |
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|
2018
Q3 | $2.35M | Buy |
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|
2018
Q2 | $2.05M | Buy |
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|
2018
Q1 | $1.24M | Buy |
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|
2017
Q4 | $890K | Buy |
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|
2017
Q3 | $828K | Sell |
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|
2017
Q2 | $1.05M | Sell |
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|
2017
Q1 | $1.25M | Sell |
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|
2016
Q4 | $3.27M | Sell |
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|
2016
Q3 | $3.81M | Buy |
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|
2016
Q2 | $3.61M | Buy |
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|
2016
Q1 | $3.25M | Sell |
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|
2015
Q4 | $4.83M | Buy |
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|
2015
Q3 | $855K | Buy |
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|
2015
Q2 | $937K | Sell |
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|
2015
Q1 | $993K | Buy |
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|
2014
Q4 | $930K | Sell |
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|
2014
Q3 | $1.17M | Buy |
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