SAI
Savvy Advisors Inc’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Buy |
16,843
+1,874
| +13% | +$552K | 0.33% | 55 |
|
|
2025
Q1 | $3.72M | Buy |
14,969
+842
| +6% | +$209K | 0.37% | 52 |
|
|
2024
Q4 | $3.11M | Buy |
14,127
+91
| +0.6% | +$20K | 0.37% | 48 |
|
|
2024
Q3 | $3.1M | Buy |
14,036
+10,152
| +261% | +$2.24M | 0.63% | 28 |
|
|
2024
Q2 | $672K | Buy |
3,884
+251
| +7% | +$43.4K | 0.22% | 103 |
|
|
2024
Q1 | $694K | Buy |
3,633
+508
| +16% | +$97K | 0.4% | 64 |
|
|
2023
Q4 | $511K | Buy |
+3,125
| New | +$511K | 0.5% | 56 |
|