Per Stirling Capital Management’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$688K Sell
2,335
-183
-7% -$53.9K 0.09% 138
2025
Q1
$626K Buy
2,518
+137
+6% +$34.1K 0.09% 145
2024
Q4
$523K Hold
2,381
0.07% 157
2024
Q3
$526K Sell
2,381
-83
-3% -$18.3K 0.07% 174
2024
Q2
$426K Sell
2,464
-48
-2% -$8.3K 0.07% 176
2024
Q1
$480K Buy
2,512
+1
+0% +$191 0.08% 145
2023
Q4
$411K Buy
2,511
+61
+2% +$9.98K 0.08% 148
2023
Q3
$344K Hold
2,450
0.07% 150
2023
Q2
$328K Sell
2,450
-3
-0.1% -$401 0.07% 154
2023
Q1
$322K Sell
2,453
-412
-14% -$54K 0.07% 149
2022
Q4
$404K Buy
+2,865
New +$404K 0.07% 141