Winthrop Advisory Group’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 | $1.12M | Buy |
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|
2025
Q2 | $1.1M | Sell |
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|
2025
Q1 | $930K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $924K | Buy |
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|
2023
Q3 | $726K | Buy |
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|
2023
Q2 | $685K | Buy |
|
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|
2023
Q1 | $664K | Buy |
|
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|
2022
Q4 | $714K | Buy |
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|
2022
Q3 | $572K | Buy |
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|
2022
Q2 | $680K | Buy |
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|
2022
Q1 | $615K | Buy |
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|
2021
Q4 | $631K | Sell |
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|
2021
Q3 | $748K | Buy |
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|
2021
Q2 | $788K | Buy |
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|
2021
Q1 | $716K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $282K | Sell |
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|
2018
Q2 | $274K | Sell |
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|
2018
Q1 | $332K | Sell |
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|
2017
Q4 | $428K | Buy |
|