Weatherly Asset Management’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 | $1.27M | Buy |
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|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $980K | Hold |
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|
2024
Q4 | $867K | Hold |
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|
2024
Q3 | $872K | Sell |
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|
2024
Q2 | $722K | Sell |
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|
2024
Q1 | $805K | Sell |
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|
2023
Q4 | $764K | Sell |
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|
2023
Q3 | $683K | Sell |
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|
2023
Q2 | $770K | Sell |
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|
2023
Q1 | $820K | Sell |
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|
2022
Q4 | $969K | Sell |
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|
2022
Q3 | $887K | Sell |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $994K | Buy |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.34M | Sell |
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|
2020
Q4 | $1.38M | Sell |
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|
2020
Q3 | $1.48M | Sell |
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|
2020
Q2 | $1.69M | Sell |
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|
2020
Q1 | $1.66M | Sell |
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|
2019
Q4 | $2.31M | Buy |
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|
2019
Q3 | $2.47M | Buy |
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|
2019
Q2 | $2.29M | Sell |
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|
2019
Q1 | $2.37M | Buy |
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|
2018
Q4 | $1.9M | Sell |
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|
2018
Q3 | $2.73M | Sell |
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|
2018
Q2 | $2.57M | Buy |
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|
2018
Q1 | $2.82M | Buy |
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|
2017
Q4 | $2.34M | Sell |
|
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|
2017
Q3 | $2.24M | Sell |
|
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|
2017
Q2 | $2.41M | Sell |
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|
2017
Q1 | $2.89M | Sell |
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|
2016
Q4 | $2.88M | Buy |
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|
2016
Q3 | $2.68M | Buy |
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|
2016
Q2 | $2.5M | Buy |
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|
2016
Q1 | $2.31M | Buy |
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|
2015
Q4 | $1.85M | Buy |
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|
2015
Q3 | $1.94M | Buy |
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|
2015
Q2 | $2M | Sell |
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|
2015
Q1 | $2M | Buy |
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|
2014
Q4 | $2M | Sell |
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|
2014
Q3 | $2.68M | Sell |
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|
2014
Q2 | $2.57M | Hold |
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|
2014
Q1 | $2.73M | Sell |
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|
2013
Q4 | $2.73M | Sell |
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|
2013
Q3 | $2.7M | Sell |
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|
2013
Q2 | $2.8M | Buy |
|