SFP
Sandbox Financial Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
9,003
+23
| +0.3% | +$6.78K | 0.84% | 29 |
|
|
2025
Q1 | $2.23M | Buy |
8,980
+88
| +1% | +$21.9K | 0.79% | 30 |
|
|
2024
Q4 | $1.95M | Buy |
8,892
+23
| +0.3% | +$5.06K | 0.65% | 35 |
|
|
2024
Q3 | $1.96M | Buy |
8,869
+1
| +0% | +$221 | 0.69% | 29 |
|
|
2024
Q2 | $1.53M | Buy |
8,868
+297
| +3% | +$51.4K | 0.59% | 34 |
|
|
2024
Q1 | $1.64M | Sell |
8,571
-168
| -2% | -$32.1K | 0.69% | 29 |
|
|
2023
Q4 | $1.43M | Buy |
8,739
+3
| +0% | +$491 | 0.67% | 24 |
|
|
2023
Q3 | $1.23M | Buy |
8,736
+7
| +0.1% | +$982 | 0.65% | 23 |
|
|
2023
Q2 | $1.17M | Sell |
8,729
-148
| -2% | -$19.8K | 0.61% | 23 |
|
|
2023
Q1 | $1.16M | Sell |
8,877
-235
| -3% | -$30.8K | 0.7% | 20 |
|
|
2022
Q4 | $1.28M | Sell |
9,112
-241
| -3% | -$34K | 0.89% | 19 |
|
|
2022
Q3 | $1.11M | Sell |
9,353
-112
| -1% | -$13.3K | 0.81% | 19 |
|
|
2022
Q2 | $1.34M | Sell |
9,465
-135
| -1% | -$19.1K | 0.95% | 20 |
|
|
2022
Q1 | $1.25M | Buy |
9,600
+980
| +11% | +$127K | 0.71% | 24 |
|
|
2021
Q4 | $1.15M | Buy |
8,620
+415
| +5% | +$55.5K | 0.72% | 24 |
|
|
2021
Q3 | $1.14M | Buy |
8,205
+1,629
| +25% | +$226K | 0.81% | 26 |
|
|
2021
Q2 | $964K | Sell |
6,576
-143
| -2% | -$21K | 0.72% | 25 |
|
|
2021
Q1 | $902K | Buy |
6,719
+91
| +1% | +$12.2K | 0.74% | 26 |
|
|
2020
Q4 | $834K | Buy |
+6,628
| New | +$834K | 0.76% | 23 |
|