Whitney & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $873K | Sell |
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|
2024
Q4 | $788K | Sell |
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|
2024
Q3 | $897K | Buy |
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|
2024
Q2 | $694K | Sell |
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|
2024
Q1 | $772K | Sell |
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|
2023
Q4 | $675K | Buy |
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|
2023
Q3 | $577K | Buy |
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|
2023
Q2 | $548K | Buy |
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|
2023
Q1 | $463K | Sell |
|
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|
2022
Q4 | $510K | Sell |
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|
2022
Q3 | $431K | Sell |
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|
2022
Q2 | $518K | Buy |
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|
2022
Q1 | $475K | Sell |
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|
2021
Q4 | $528K | Sell |
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|
2021
Q3 | $538K | Sell |
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|
2021
Q2 | $597K | Sell |
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|
2021
Q1 | $559K | Buy |
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|
2020
Q4 | $498K | Sell |
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|
2020
Q3 | $524K | Sell |
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|
2020
Q2 | $556K | Buy |
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|
2020
Q1 | $407K | Sell |
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|
2019
Q4 | $573K | Sell |
|
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|
2019
Q3 | $610K | Sell |
|
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|
2019
Q2 | $671K | Sell |
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|
2019
Q1 | $753K | Sell |
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|
2018
Q4 | $773K | Sell |
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|
2018
Q3 | $730K | Hold |
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|
2018
Q2 | $826K | Sell |
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|
2018
Q1 | $969K | Sell |
|
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|
2017
Q4 | $1M | Sell |
|
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|
2017
Q3 | $1.1M | Hold |
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|
2017
Q2 | $1.1M | Buy |
|
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|
2017
Q1 | $919K | Sell |
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|
2016
Q4 | $892K | Sell |
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|
2016
Q3 | $953K | Sell |
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|
2016
Q2 | $971K | Sell |
|
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|
2016
Q1 | $1.12M | Sell |
|
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|
2015
Q4 | $1.18M | Sell |
|
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|
2015
Q3 | $1.3M | Sell |
|
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|
2015
Q2 | $1.46M | Sell |
|
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|
2015
Q1 | $1.47M | Sell |
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|
2014
Q4 | $1.58M | Sell |
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|
2014
Q3 | $2.09M | Buy |
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|
2014
Q2 | $1.98M | Buy |
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|
2014
Q1 | $1.89M | Buy |
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|
2013
Q4 | $1.81M | Buy |
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|
2013
Q3 | $1.45M | Buy |
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|
2013
Q2 | $1.41M | Buy |
|