SAM
S.A. Mason’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
947
+15
| +2% | +$4.42K | 0.14% | 142 |
|
|
2025
Q1 | $232K | Buy |
932
+135
| +17% | +$33.6K | 0.12% | 160 |
|
|
2024
Q4 | $175K | Buy |
797
+100
| +14% | +$22K | 0.09% | 179 |
|
|
2024
Q3 | $154K | Buy |
697
+15
| +2% | +$3.32K | 0.08% | 186 |
|
|
2024
Q2 | $118K | Hold |
682
| – | – | 0.07% | 202 |
|
|
2024
Q1 | $130K | Buy |
682
+21
| +3% | +$4.01K | 0.08% | 188 |
|
|
2023
Q4 | $108K | Buy |
661
+96
| +17% | +$15.7K | 0.07% | 199 |
|
|
2023
Q3 | $79.3K | Hold |
565
| – | – | 0.06% | 227 |
|
|
2023
Q2 | $74.1K | Hold |
565
| – | – | 0.05% | 230 |
|
|
2023
Q1 | $74.1K | Hold |
565
| – | – | 0.05% | 230 |
|
|
2022
Q4 | $79.6K | Hold |
565
| – | – | 0.06% | 224 |
|
|
2022
Q3 | $67K | Hold |
565
| – | – | 0.05% | 229 |
|
|
2022
Q2 | $80K | Hold |
565
| – | – | 0.06% | 223 |
|
|
2022
Q1 | $73K | Hold |
565
| – | – | 0.05% | 241 |
|
|
2021
Q4 | $76K | Hold |
565
| – | – | 0.05% | 232 |
|
|
2021
Q3 | $78K | Hold |
565
| – | – | 0.05% | 229 |
|
|
2021
Q2 | $83K | Buy |
565
+10
| +2% | +$1.47K | 0.06% | 217 |
|
|
2021
Q1 | $74K | Buy |
555
+40
| +8% | +$5.33K | 0.06% | 215 |
|
|
2020
Q4 | $65K | Hold |
515
| – | – | 0.05% | 210 |
|
|
2020
Q3 | $63K | Hold |
515
| – | – | 0.06% | 199 |
|
|
2020
Q2 | $62K | Hold |
515
| – | – | 0.07% | 204 |
|
|
2020
Q1 | $57K | Hold |
515
| – | – | 0.07% | 197 |
|
|
2019
Q4 | $69K | Buy |
+515
| New | +$69K | 0.07% | 203 |
|