SFMG
Sage Financial Management Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Hold |
1,570
| – | – | 0.16% | 35 |
|
|
2025
Q1 | $390K | Buy |
1,570
+70
| +5% | +$17.4K | 0.14% | 38 |
|
|
2024
Q4 | $330K | Hold |
1,500
| – | – | 0.12% | 42 |
|
|
2024
Q3 | $332K | Buy |
+1,500
| New | +$332K | 0.13% | 40 |
|
|
2024
Q2 | – | Sell |
-1,500
| Closed | -$286K | – | 21 |
|
|
2024
Q1 | $286K | Buy |
+1,500
| New | +$286K | 0.14% | 43 |
|
|
2021
Q2 | – | Sell |
-393
| Closed | -$52K | – | 64 |
|
|
2021
Q1 | $52K | Buy |
+393
| New | +$52K | 0.04% | 59 |
|