SAG
SageView Advisory Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
11,294
+1,431
| +15% | +$377K | 0.11% | 105 |
|
|
2025
Q1 | $2.45M | Sell |
9,863
-155
| -2% | -$38.5K | 0.1% | 108 |
|
|
2024
Q4 | $2.2M | Buy |
10,018
+3,189
| +47% | +$701K | 0.09% | 116 |
|
|
2024
Q3 | $1.51M | Sell |
6,829
-1,405
| -17% | -$311K | 0.08% | 144 |
|
|
2024
Q2 | $1.42M | Buy |
+8,234
| New | +$1.42M | 0.07% | 173 |
|
|
2024
Q1 | – | Sell |
-12,114
| Closed | -$2.28M | – | 630 |
|
|
2023
Q4 | $2.28M | Buy |
12,114
+1,871
| +18% | +$351K | 0.1% | 122 |
|
|
2023
Q3 | $1.44M | Sell |
10,243
-981
| -9% | -$138K | 0.08% | 156 |
|
|
2023
Q2 | $1.5M | Buy |
11,224
+1,378
| +14% | +$184K | 0.08% | 157 |
|
|
2023
Q1 | $1.29M | Buy |
9,846
+6,876
| +232% | +$901K | 0.08% | 168 |
|
|
2022
Q4 | $419K | Buy |
+2,970
| New | +$419K | 0.03% | 269 |
|