SMA
Sage Mountain Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
7,639
+618
| +9% | +$182K | 0.15% | 74 |
|
|
2025
Q1 | $1.75M | Buy |
7,021
+550
| +8% | +$137K | 0.13% | 82 |
|
|
2024
Q4 | $1.42M | Buy |
6,471
+17
| +0.3% | +$3.74K | 0.1% | 87 |
|
|
2024
Q3 | $1.43M | Buy |
6,454
+1,640
| +34% | +$363K | 0.12% | 87 |
|
|
2024
Q2 | $833K | Buy |
4,814
+138
| +3% | +$23.9K | 0.08% | 111 |
|
|
2024
Q1 | $893K | Buy |
4,676
+1,520
| +48% | +$290K | 0.09% | 102 |
|
|
2023
Q4 | $516K | Buy |
3,156
+84
| +3% | +$13.7K | 0.06% | 128 |
|
|
2023
Q3 | $431K | Sell |
3,072
-15
| -0.5% | -$2.11K | 0.06% | 133 |
|
|
2023
Q2 | $413K | Buy |
3,087
+256
| +9% | +$34.3K | 0.06% | 136 |
|
|
2023
Q1 | $371K | Buy |
+2,831
| New | +$371K | 0.06% | 137 |
|
|
2022
Q1 | – | Sell |
-2,576
| Closed | -$344K | – | 660 |
|
|
2021
Q4 | $344K | Buy |
2,576
+614
| +31% | +$82K | 0.04% | 410 |
|
|
2021
Q3 | $273K | Sell |
1,962
-143
| -7% | -$19.9K | 0.04% | 374 |
|
|
2021
Q2 | $309K | Buy |
+2,105
| New | +$309K | 0.05% | 312 |
|