Security National Bank’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
1,336
+16
| +1% | +$4.72K | 0.07% | 98 |
|
|
2025
Q1 | $328K | Hold |
1,320
| – | – | 0.06% | 99 |
|
|
2024
Q4 | $290K | Sell |
1,320
-114
| -8% | -$25.1K | 0.04% | 97 |
|
|
2024
Q3 | $317K | Hold |
1,434
| – | – | 0.04% | 96 |
|
|
2024
Q2 | $248K | Sell |
1,434
-234
| -14% | -$40.5K | 0.04% | 100 |
|
|
2024
Q1 | $319K | Sell |
1,668
-105
| -6% | -$20.1K | 0.05% | 94 |
|
|
2023
Q4 | $290K | Buy |
1,773
+128
| +8% | +$20.9K | 0.07% | 96 |
|
|
2023
Q3 | $233K | Hold |
1,645
| – | – | 0.07% | 97 |
|
|
2023
Q2 | $220K | Hold |
1,645
| – | – | 0.06% | 100 |
|
|
2023
Q1 | $216K | Buy |
1,645
+100
| +6% | +$13.1K | 0.06% | 96 |
|
|
2022
Q4 | $218K | Buy |
+1,545
| New | +$218K | 0.06% | 98 |
|
|
2022
Q3 | – | Sell |
-1,481
| Closed | -$209K | – | 102 |
|
|
2022
Q2 | $209K | Sell |
1,481
-69
| -4% | -$9.74K | 0.06% | 97 |
|
|
2022
Q1 | $202K | Buy |
1,550
+20
| +1% | +$2.61K | 0.05% | 104 |
|
|
2021
Q4 | $204K | Sell |
1,530
-632
| -29% | -$84.3K | 0.05% | 105 |
|
|
2021
Q3 | $287K | Buy |
2,162
+470
| +28% | +$62.4K | 0.07% | 85 |
|
|
2021
Q2 | $237K | Hold |
1,692
| – | – | 0.06% | 90 |
|
|
2021
Q1 | $216K | Buy |
+1,692
| New | +$216K | 0.06% | 90 |
|