Williams Jones Wealth 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
Q2 | $32.9M | Sell |
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|
2025
Q1 | $29.1M | Sell |
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|
2024
Q4 | $27M | Sell |
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|
2024
Q3 | $27.6M | Sell |
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|
2024
Q2 | $21.9M | Sell |
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|
2024
Q1 | $34.6M | Buy |
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|
2023
Q4 | $14.7M | Buy |
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|
2023
Q3 | $6.91M | Sell |
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|
2023
Q2 | $6.66M | Sell |
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|
2023
Q1 | $6.83M | Sell |
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|
2022
Q4 | $7.42M | Buy |
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|
2022
Q3 | $6.18M | Sell |
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|
2022
Q2 | $7.59M | Buy |
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|
2022
Q1 | $5.21M | Buy |
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|
2021
Q4 | $4.76M | Sell |
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|
2021
Q3 | $5.67M | Buy |
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|
2021
Q2 | $5.94M | Sell |
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|
2021
Q1 | $5.5M | Sell |
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|
2020
Q4 | $5.75M | Buy |
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|
2020
Q3 | $5.11M | Sell |
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|
2020
Q2 | $5.35M | Sell |
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|
2020
Q1 | $5.47M | Buy |
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|
2019
Q4 | $5.77M | Sell |
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|
2019
Q3 | $7.37M | Buy |
|