Wealth Architects’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 | $1.11M | Sell |
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|
2025
Q1 | $935K | Buy |
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|
2024
Q4 | $822K | Sell |
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|
2024
Q3 | $835K | Sell |
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|
2024
Q2 | $654K | Sell |
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|
2024
Q1 | $722K | Sell |
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|
2023
Q4 | $931K | Buy |
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|
2023
Q3 | $537K | Buy |
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|
2023
Q2 | $489K | Sell |
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|
2023
Q1 | $490K | Sell |
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|
2022
Q4 | $528K | Sell |
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|
2022
Q3 | $448K | Sell |
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|
2022
Q2 | $573K | Sell |
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|
2022
Q1 | $562K | Sell |
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|
2021
Q4 | $630K | Sell |
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|
2021
Q3 | $660K | Sell |
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|
2021
Q2 | $710K | Buy |
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|
2021
Q1 | $631K | Sell |
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|
2020
Q4 | $644K | Buy |
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|
2020
Q3 | $597K | Buy |
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|
2020
Q2 | $566K | Sell |
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|
2020
Q1 | $525K | Sell |
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|
2019
Q4 | $662K | Sell |
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|
2019
Q3 | $828K | Sell |
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|
2019
Q2 | $787K | Sell |
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|
2019
Q1 | $882K | Sell |
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|
2018
Q4 | $715K | Sell |
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|
2018
Q3 | $1.03M | Buy |
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|
2018
Q2 | $815K | Sell |
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|
2018
Q1 | $897K | Sell |
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|
2017
Q4 | $898K | Sell |
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|
2017
Q3 | $906K | Sell |
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|
2017
Q2 | $963K | Sell |
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|
2017
Q1 | $1.1M | Buy |
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|
2016
Q4 | $1.04M | Sell |
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|
2016
Q3 | $1.06M | Sell |
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|
2016
Q2 | $1.02M | Buy |
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|
2016
Q1 | $1.01M | Sell |
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|
2015
Q4 | $1.05M | Buy |
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|
2015
Q3 | $940K | Sell |
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|
2015
Q2 | $1.1M | Buy |
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|
2015
Q1 | $820K | Sell |
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|
2014
Q4 | $849K | Buy |
|