Sandy Cove Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Sell |
3,139
-7
| -0.2% | -$2.06K | 0.33% | 48 |
|
|
2025
Q1 | $782K | Buy |
3,146
+123
| +4% | +$30.6K | 0.31% | 50 |
|
|
2024
Q4 | $665K | Buy |
3,023
+118
| +4% | +$25.9K | 0.26% | 55 |
|
|
2024
Q3 | $642K | Buy |
2,905
+66
| +2% | +$14.6K | 0.26% | 56 |
|
|
2024
Q2 | $491K | Sell |
2,839
-81
| -3% | -$14K | 0.22% | 65 |
|
|
2024
Q1 | $558K | Sell |
2,920
-89
| -3% | -$17K | 0.26% | 60 |
|
|
2023
Q4 | $492K | Buy |
3,009
+353
| +13% | +$57.7K | 0.25% | 64 |
|
|
2023
Q3 | $373K | Sell |
2,656
-57
| -2% | -$8K | 0.22% | 80 |
|
|
2023
Q2 | $363K | Buy |
+2,713
| New | +$363K | 0.21% | 84 |
|
|
2022
Q2 | – | Sell |
-21
| Closed | -$3K | – | 216 |
|
|
2022
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 373 |
|
|
2021
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 341 |
|