WMS Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $819K | Sell |
|
|||||
|
2024
Q3 | $851K | Buy |
|
|||||
|
2024
Q2 | $544K | Sell |
|
|||||
|
2024
Q1 | $640K | Buy |
|
|||||
|
2023
Q4 | $498K | Sell |
|
|||||
|
2023
Q3 | $528K | Sell |
|
|||||
|
2023
Q2 | $513K | Buy |
|
|||||
|
2023
Q1 | $502K | Sell |
|
|||||
|
2022
Q4 | $550K | Buy |
|
|||||
|
2022
Q3 | $437K | Sell |
|
|||||
|
2022
Q2 | $532K | Sell |
|
|||||
|
2022
Q1 | $618K | Buy |
|
|||||
|
2021
Q4 | $512K | Sell |
|
|||||
|
2021
Q3 | $602K | Sell |
|
|||||
|
2021
Q2 | $649K | Sell |
|
|||||
|
2021
Q1 | $600K | Sell |
|
|||||
|
2020
Q4 | $590K | Buy |
|
|||||
|
2020
Q3 | $570K | Sell |
|
|||||
|
2020
Q2 | $590K | Sell |
|
|||||
|
2020
Q1 | $552K | Sell |
|
|||||
|
2019
Q4 | $741K | Sell |
|
|||||
|
2019
Q3 | $839K | Sell |
|
|||||
|
2019
Q2 | $1.02M | Sell |
|
|||||
|
2019
Q1 | $1.09M | Sell |
|
|||||
|
2018
Q4 | $1.03M | Sell |
|
|||||
|
2018
Q3 | $1.7M | Sell |
|
|||||
|
2018
Q2 | $1.61M | Sell |
|
|||||
|
2018
Q1 | $2.25M | Sell |
|
|||||
|
2017
Q4 | $2.35M | Sell |
|
|||||
|
2017
Q3 | $2.27M | Sell |
|
|||||
|
2017
Q2 | $2.84M | Sell |
|
|||||
|
2017
Q1 | $3.46M | Sell |
|
|||||
|
2016
Q4 | $3.38M | Sell |
|
|||||
|
2016
Q3 | $3.61M | Sell |
|
|||||
|
2016
Q2 | $3.47M | Sell |
|
|||||
|
2016
Q1 | $3.64M | Sell |
|
|||||
|
2015
Q4 | $3.36M | Sell |
|
|||||
|
2015
Q3 | $3.87M | Sell |
|
|||||
|
2015
Q2 | $5.06M | Buy |
|
|||||
|
2015
Q1 | $4.94M | Sell |
|
|||||
|
2014
Q4 | $5.46M | Sell |
|
|||||
|
2014
Q3 | $6.52M | Sell |
|
|||||
|
2014
Q2 | $6.5M | Sell |
|
|||||
|
2014
Q1 | $7.03M | Sell |
|
|||||
|
2013
Q4 | $6.99M | Buy |
|
|||||
|
2013
Q3 | $6.62M | Buy |
|
|||||
|
2013
Q2 | $6.82M | Buy |
|