Security Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $630K | Buy |
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|
2025
Q2 | $640K | Buy |
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|
2025
Q1 | $487K | Buy |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $401K | Buy |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $266K | Hold |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $249K | Hold |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $237K | Buy |
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