Waddell & Associates’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 | $1.22M | Buy |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $981K | Hold |
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|
2024
Q3 | $986K | Buy |
|
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|
2024
Q2 | $718K | Buy |
|
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|
2024
Q1 | $791K | Buy |
|
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|
2023
Q4 | $619K | Sell |
|
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|
2023
Q3 | $842K | Buy |
|
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|
2023
Q2 | $749K | Sell |
|
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|
2023
Q1 | $1.06M | Sell |
|
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|
2022
Q4 | $1.15M | Sell |
|
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|
2022
Q3 | $988K | Sell |
|
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|
2022
Q2 | $1.24M | Buy |
|
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|
2022
Q1 | $1.12M | Sell |
|
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.29M | Buy |
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|
2021
Q2 | $835 | Buy |
|