SI
Saxon Interests’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Hold |
6,967
| – | – | 0.81% | 31 |
|
|
2025
Q1 | $1.73M | Buy |
6,967
+3,443
| +98% | +$856K | 0.81% | 31 |
|
|
2024
Q4 | $775K | Buy |
3,524
+34
| +1% | +$7.47K | 0.34% | 69 |
|
|
2024
Q3 | $772K | Buy |
3,490
+188
| +6% | +$41.6K | 0.35% | 72 |
|
|
2024
Q2 | $571K | Sell |
3,302
-114
| -3% | -$19.7K | 0.27% | 85 |
|
|
2024
Q1 | $652K | Sell |
3,416
-3,584
| -51% | -$684K | 0.31% | 84 |
|
|
2023
Q4 | $1.14M | Buy |
+7,000
| New | +$1.14M | 0.57% | 47 |
|
|
2023
Q3 | – | Sell |
-6,149
| Closed | -$823K | – | 107 |
|
|
2023
Q2 | $823K | Sell |
6,149
-107
| -2% | -$14.3K | 0.44% | 71 |
|
|
2023
Q1 | $820K | Buy |
6,256
+3,806
| +155% | +$499K | 0.46% | 69 |
|
|
2022
Q4 | $352K | Hold |
2,450
| – | – | 0.2% | 115 |
|
|
2022
Q3 | $308K | Buy |
2,450
+200
| +9% | +$25.1K | 0.19% | 112 |
|
|
2022
Q2 | $318K | Hold |
2,250
| – | – | 0.19% | 109 |
|
|
2022
Q1 | $293K | Sell |
2,250
-1,578
| -41% | -$205K | 0.16% | 112 |
|
|
2021
Q4 | $509K | Buy |
+3,828
| New | +$509K | 0.29% | 75 |
|