WealthSource Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $574K | Sell |
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|
2023
Q3 | $553K | Buy |
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|
2023
Q2 | $491K | Sell |
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|
2023
Q1 | $498K | Sell |
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|
2022
Q4 | $609K | Sell |
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|
2022
Q3 | $520K | Sell |
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|
2022
Q2 | $655K | Sell |
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|
2022
Q1 | $681K | Buy |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $636K | Sell |
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|
2021
Q2 | $722K | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $866K | Buy |
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|
2020
Q2 | $388K | Buy |
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|
2020
Q1 | $355K | Sell |
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|
2019
Q4 | $609K | Sell |
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|
2019
Q3 | $696K | Buy |
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|
2019
Q2 | $628K | Buy |
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|
2019
Q1 | $476K | Sell |
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|
2018
Q4 | $407K | Sell |
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|
2018
Q3 | $569K | Sell |
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|
2018
Q2 | $944K | Buy |
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|
2018
Q1 | $911K | Sell |
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|
2017
Q4 | $1.16M | Sell |
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|
2017
Q3 | $1.17M | Sell |
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|
2017
Q2 | $1.31M | Sell |
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|
2017
Q1 | $1.51M | Sell |
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|
2016
Q4 | $1.5M | Buy |
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|
2016
Q3 | $1.37M | Buy |
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|
2016
Q2 | $701K | Sell |
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|
2016
Q1 | $719K | Buy |
|