Walter & Keenan Wealth Management’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 | $888K | Sell |
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|
2025
Q1 | $917K | Buy |
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|
2024
Q4 | $768K | Buy |
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|
2024
Q3 | $767K | Buy |
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|
2024
Q2 | $598K | Hold |
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|
2024
Q1 | $661K | Sell |
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|
2023
Q4 | $729K | Sell |
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|
2023
Q3 | $631K | Hold |
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|
2023
Q2 | $601K | Hold |
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|
2023
Q1 | $589K | Buy |
|
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $431K | Buy |
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|
2022
Q1 | $396K | Buy |
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|
2021
Q4 | $401K | Sell |
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|
2021
Q3 | $584K | Buy |
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|
2021
Q2 | $607K | Sell |
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|
2021
Q1 | $646K | Buy |
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|
2020
Q4 | $535K | Sell |
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|
2020
Q3 | $596K | Sell |
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|
2020
Q2 | $709K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $858K | Sell |
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|
2019
Q3 | $1.12M | Buy |
|
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $952K | Sell |
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|
2018
Q3 | $1.29K | Buy |
|
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|
2018
Q2 | $1.19M | Sell |
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|
2018
Q1 | $1.37M | Buy |
|
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|
2017
Q4 | $1.36M | Buy |
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|
2017
Q3 | $943K | Sell |
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|
2017
Q2 | $1.02M | Sell |
|
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|
2017
Q1 | $2.12M | Hold |
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|
2016
Q4 | $2.02M | Sell |
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|
2016
Q3 | $2.44M | Sell |
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|
2016
Q2 | $2.36M | Hold |
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|
2016
Q1 | $2.36M | Buy |
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|
2015
Q4 | $1.91M | Sell |
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|
2015
Q3 | $3.01M | Buy |
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|
2015
Q2 | $3.25M | Buy |
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|
2015
Q1 | $2.95M | Buy |
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|
2014
Q4 | $2.87M | Sell |
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|
2014
Q3 | $4.15M | Sell |
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|
2014
Q2 | $4.6M | Sell |
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|
2014
Q1 | $4.97M | Buy |
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