Sage Financial Management Group’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$463K Hold
2025
Q1
$390K Buy
2024
Q4
$330K Hold
2024
Q3
$332K Buy
2024
Q2
Sell
2024
Q1
$286K Buy
2021
Q2
Sell
2021
Q1
$52K Buy