Sage Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
4,759
+29
| +0.6% | +$8.55K | 1% | 17 |
|
|
2025
Q1 | $1.18M | Buy |
4,730
+14
| +0.3% | +$3.48K | 0.83% | 19 |
|
|
2024
Q4 | $1.04M | Buy |
4,716
+49
| +1% | +$10.8K | 0.77% | 18 |
|
|
2024
Q3 | $1.03M | Buy |
4,667
+38
| +0.8% | +$8.4K | 0.81% | 17 |
|
|
2024
Q2 | $801K | Buy |
4,629
+149
| +3% | +$25.8K | 0.65% | 19 |
|
|
2024
Q1 | $856K | Buy |
4,480
+23
| +0.5% | +$4.39K | 0.76% | 18 |
|
|
2023
Q4 | $729K | Buy |
+4,457
| New | +$729K | 0.72% | 15 |
|