WealthShield Partners’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 | $1.18M | Buy |
|
|||||
|
2025
Q2 | $1.15M | Buy |
|
|||||
|
2025
Q1 | $613K | Buy |
|
|||||
|
2024
Q4 | $504K | Sell |
|
|||||
|
2024
Q3 | $553K | Sell |
|
|||||
|
2024
Q2 | $433K | Buy |
|
|||||
|
2024
Q1 | $456K | Buy |
|
|||||
|
2023
Q4 | $390K | Sell |
|
|||||
|
2023
Q3 | $353K | Sell |
|
|||||
|
2023
Q2 | $341K | Sell |
|
|||||
|
2023
Q1 | $337K | Buy |
|
|||||
|
2022
Q4 | $356K | Sell |
|
|||||
|
2022
Q3 | $445K | Sell |
|
|||||
|
2022
Q2 | $538K | Sell |
|
|||||
|
2022
Q1 | $691K | Sell |
|
|||||
|
2021
Q4 | $1.21M | Buy |
|
|||||
|
2021
Q3 | $561K | Sell |
|
|||||
|
2021
Q2 | $624K | Sell |
|
|||||
|
2021
Q1 | $584K | Sell |
|
|||||
|
2020
Q4 | $561K | Buy |
|
|||||
|
2020
Q3 | $291K | Buy |
|
|||||
|
2020
Q2 | $288K | Buy |
|
|||||
|
2020
Q1 | $248K | Buy |
|
|||||
|
2019
Q4 | $292K | Hold |
|
|||||
|
2019
Q3 | $317K | Hold |
|
|||||
|
2019
Q2 | $301K | Hold |
|
|||||
|
2019
Q1 | $308K | Sell |
|
|||||
|
2018
Q4 | $328K | Sell |
|
|||||
|
2018
Q3 | $541K | Buy |
|
|||||
|
2018
Q2 | $258K | Sell |
|
|||||
|
2018
Q1 | $297K | Sell |
|
|||||
|
2017
Q4 | $373K | Buy |
|