SAM
Secure Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
3,926
+267
| +7% | +$78.7K | 0.21% | 113 |
|
|
2025
Q1 | $910K | Sell |
3,659
-550
| -13% | -$137K | 0.18% | 124 |
|
|
2024
Q4 | $925K | Buy |
4,209
+1,495
| +55% | +$329K | 0.14% | 137 |
|
|
2024
Q3 | $600K | Buy |
2,714
+604
| +29% | +$134K | 0.1% | 163 |
|
|
2024
Q2 | $365K | Buy |
2,110
+352
| +20% | +$60.9K | 0.07% | 199 |
|
|
2024
Q1 | $336K | Buy |
1,758
+235
| +15% | +$44.9K | 0.08% | 165 |
|
|
2023
Q4 | $249K | Sell |
1,523
-5
| -0.3% | -$818 | 0.07% | 194 |
|
|
2023
Q3 | $214K | Buy |
+1,528
| New | +$214K | 0.06% | 198 |
|
|
2021
Q2 | – | Sell |
-2,736
| Closed | -$365K | – | 196 |
|
|
2021
Q1 | $365K | Buy |
2,736
+666
| +32% | +$88.8K | 0.2% | 106 |
|
|
2020
Q4 | $261K | Buy |
2,070
+33
| +2% | +$4.16K | 0.15% | 125 |
|
|
2020
Q3 | $248K | Sell |
2,037
-2,172
| -52% | -$264K | 0.17% | 117 |
|
|
2020
Q2 | $508K | Buy |
4,209
+2,018
| +92% | +$244K | 0.36% | 77 |
|
|
2020
Q1 | $243K | Buy |
2,191
+69
| +3% | +$7.65K | 0.26% | 88 |
|
|
2019
Q4 | $284K | Buy |
+2,122
| New | +$284K | 0.2% | 117 |
|