XML Financial’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 | $9.49M | Sell |  | |||||
| 2025 Q2 | $10.2M | Sell |  | |||||
| 2025 Q1 | $8.6M | Buy |  | |||||
| 2024 Q4 | $7.49M | Sell |  | |||||
| 2024 Q3 | $7.61M | Sell |  | |||||
| 2024 Q2 | $6M | Sell |  | |||||
| 2024 Q1 | $6.93M | Sell |  | |||||
| 2023 Q4 | $6.87M | Buy |  | |||||
| 2023 Q3 | $5.88M | Sell |  | |||||
| 2023 Q2 | $5.71M | Buy |  | |||||
| 2023 Q1 | $5.54M | Buy |  | |||||
| 2022 Q4 | $5.91M | Buy |  | |||||
| 2022 Q3 | $4.88M | Buy |  | |||||
| 2022 Q2 | $264K | Sell |  | |||||
| 2022 Q1 | $5.14M | Sell |  | |||||
| 2021 Q4 | $5.29M | Sell |  | |||||
| 2021 Q3 | $5.54M | Buy |  | |||||
| 2021 Q2 | $439K | Buy |  | |||||
| 2021 Q1 | $360K | Sell |  | |||||
| 2020 Q4 | $379K | Buy |  | |||||
| 2020 Q3 | $301K | Sell |  | |||||
| 2020 Q2 | $317K | Buy |  | |||||
| 2020 Q1 | $289K | Buy |  | |||||
| 2019 Q4 | $320K | Buy |  |