Sanctuary Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $157K | Buy |
712
+55
| +8% | +$12.1K | 0.1% | 48 |
|
2024
Q3 | $145K | Hold |
657
| – | – | 0.1% | 55 |
|
2024
Q2 | $114K | Hold |
657
| – | – | 0.09% | 60 |
|
2024
Q1 | $125K | Hold |
657
| – | – | 0.1% | 58 |
|
2023
Q4 | $107K | Hold |
657
| – | – | 0.1% | 61 |
|
2023
Q3 | $92.2K | Hold |
657
| – | – | 0.1% | 54 |
|
2023
Q2 | $87.9K | Buy |
+657
| New | +$87.9K | 0.09% | 58 |
|
2022
Q4 | $124K | Buy |
+883
| New | +$124K | 0.15% | 34 |
|