Wealthquest’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 | – | Sell |
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|
2025
Q2 | $495K | Buy |
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|
2025
Q1 | $393K | Buy |
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|
2024
Q4 | $346K | Sell |
|
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|
2024
Q3 | $386K | Hold |
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|
2024
Q2 | $304K | Buy |
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|
2024
Q1 | $329K | Sell |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $489K | Sell |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $439K | Hold |
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|
2022
Q4 | $472K | Hold |
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|
2022
Q3 | $397K | Sell |
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|
2022
Q2 | $541K | Hold |
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|
2022
Q1 | $512K | Hold |
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|
2021
Q4 | $512K | Sell |
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|
2021
Q3 | $634K | Buy |
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|
2021
Q2 | $629K | Sell |
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|
2021
Q1 | $610K | Buy |
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|
2020
Q4 | $552K | Sell |
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|
2020
Q3 | $604K | Hold |
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|
2020
Q2 | $599K | Buy |
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|
2019
Q4 | $665K | Sell |
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|
2019
Q3 | $775K | Hold |
|
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|
2019
Q2 | $735K | Hold |
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|
2019
Q1 | $752K | Hold |
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|
2018
Q4 | $605K | Buy |
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|
2015
Q3 | $556K | Sell |
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|
2015
Q2 | $656K | Sell |
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|
2015
Q1 | $665K | Hold |
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|
2014
Q4 | $665K | Buy |
|