Wealth Effects’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 | $3.82M | Buy |
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|
2025
Q2 | $3.74M | Buy |
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|
2025
Q1 | $2.91M | Sell |
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|
2024
Q4 | $2.91M | Sell |
|
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|
2024
Q3 | $3.25M | Buy |
|
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|
2024
Q2 | $2.42M | Sell |
|
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|
2024
Q1 | $2.7M | Buy |
|
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|
2023
Q4 | $1.99M | Buy |
|
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|
2023
Q3 | $1.28M | Sell |
|
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|
2023
Q2 | $1.36M | Sell |
|
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|
2023
Q1 | $1.42M | Buy |
|
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.38M | Buy |
|
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $903K | Buy |
|