Wealth Dimensions Group’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 | $1.16M | Sell |
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|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $873K | Buy |
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|
2024
Q3 | $869K | Sell |
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|
2024
Q2 | $686K | Sell |
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|
2024
Q1 | $807K | Hold |
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|
2023
Q4 | $691K | Sell |
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|
2023
Q3 | $620K | Buy |
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $571K | Buy |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $458K | Buy |
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|
2022
Q2 | $534K | Buy |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $501K | Sell |
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|
2021
Q3 | $517K | Hold |
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|
2021
Q2 | $546K | Hold |
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|
2021
Q1 | $496K | Hold |
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|
2020
Q4 | $469K | Buy |
|