Worth 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 | $455K | Sell |
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|
2025
Q2 | $516K | Sell |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $771K | Sell |
|
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|
2024
Q3 | $1.98M | Buy |
|
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $275K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $116K | Buy |
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|
2023
Q1 | $100K | Buy |
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|
2022
Q4 | $108K | Buy |
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|
2022
Q3 | $90K | Sell |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $132K | Buy |
|