Sentry LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Sell |
14,522
-25
| -0.2% | -$7.37K | 0.85% | 13 |
|
|
2025
Q1 | $3.62M | Buy |
14,547
+937
| +7% | +$233K | 0.7% | 18 |
|
|
2024
Q4 | $2.99M | Sell |
13,610
-936
| -6% | -$206K | 0.58% | 18 |
|
|
2024
Q3 | $3.22M | Sell |
14,546
-494
| -3% | -$109K | 0.62% | 18 |
|
|
2024
Q2 | $2.6M | Sell |
15,040
-43
| -0.3% | -$7.44K | 0.48% | 19 |
|
|
2024
Q1 | $2.88M | Hold |
15,083
| – | – | 0.54% | 19 |
|
|
2023
Q4 | $2.47M | Buy |
15,083
+1
| +0% | +$164 | 0.52% | 19 |
|
|
2023
Q3 | $2.12M | Hold |
15,082
| – | – | 0.45% | 19 |
|
|
2023
Q2 | $2.02M | Hold |
15,082
| – | – | 0.44% | 19 |
|
|
2023
Q1 | $1.98M | Buy |
+15,082
| New | +$1.98M | 0.46% | 18 |
|