Security National Bank’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 | $4.48M | Buy |
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|
2025
Q2 | $394K | Buy |
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|
2025
Q1 | $328K | Hold |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $317K | Hold |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $220K | Hold |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $202K | Buy |
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|
2021
Q4 | $204K | Sell |
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|
2021
Q3 | $287K | Buy |
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|
2021
Q2 | $237K | Hold |
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|
2021
Q1 | $216K | Buy |
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