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 |
|