SevenBridge Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Sell |
14,610
-1,286
| -8% | -$302K | 0.6% | 53 |
|
|
2025
Q1 | $4.03M | Sell |
15,896
-2,985
| -16% | -$757K | 0.79% | 31 |
|
|
2024
Q4 | $4.81M | Buy |
18,881
+1,320
| +8% | +$336K | 0.91% | 31 |
|
|
2024
Q3 | $3.75M | Buy |
17,561
+585
| +3% | +$125K | 0.72% | 42 |
|
|
2024
Q2 | $3.17M | Buy |
16,976
+175
| +1% | +$32.7K | 0.7% | 47 |
|
|
2024
Q1 | $2.78M | Buy |
16,801
+88
| +0.5% | +$14.6K | 0.63% | 51 |
|
|
2023
Q4 | $2.73M | Buy |
16,713
+704
| +4% | +$115K | 0.65% | 48 |
|
|
2023
Q3 | $2.25M | Buy |
16,009
+1,420
| +10% | +$199K | 0.58% | 58 |
|
|
2023
Q2 | $1.95M | Buy |
14,589
+322
| +2% | +$43.1K | 0.5% | 61 |
|
|
2023
Q1 | $1.87M | Buy |
14,267
+615
| +5% | +$80.6K | 0.52% | 57 |
|
|
2022
Q4 | $1.92M | Sell |
13,652
-4,901
| -26% | -$691K | 0.56% | 52 |
|
|
2022
Q3 | $2.2M | Buy |
18,553
+11,681
| +170% | +$1.39M | 0.75% | 40 |
|
|
2022
Q2 | $970K | Sell |
6,872
-348
| -5% | -$49.1K | 0.39% | 67 |
|
|
2022
Q1 | $939K | Sell |
7,220
-3,827
| -35% | -$498K | 0.33% | 72 |
|
|
2021
Q4 | $1.48M | Sell |
11,047
-622
| -5% | -$83.2K | 0.45% | 63 |
|
|
2021
Q3 | $1.55M | Sell |
11,669
-188
| -2% | -$25K | 0.52% | 54 |
|
|
2021
Q2 | $1.66M | Buy |
11,857
+1,466
| +14% | +$205K | 0.54% | 50 |
|
|
2021
Q1 | $1.32M | Buy |
10,391
+541
| +5% | +$68.9K | 0.48% | 61 |
|
|
2020
Q4 | $1.19M | Buy |
9,850
+370
| +4% | +$44.5K | 0.46% | 60 |
|
|
2020
Q3 | $1.1M | Sell |
9,480
-587
| -6% | -$68.3K | 0.5% | 58 |
|
|
2020
Q2 | $1.16M | Sell |
10,067
-559
| -5% | -$64.5K | 0.58% | 55 |
|
|
2020
Q1 | $1.13M | Sell |
10,626
-455
| -4% | -$48.3K | 0.65% | 51 |
|
|
2019
Q4 | $1.42M | Buy |
11,081
+5,845
| +112% | +$749K | 0.37% | 49 |
|
|
2019
Q3 | $728K | Buy |
5,236
+673
| +15% | +$93.6K | 0.38% | 69 |
|
|
2019
Q2 | $602K | Buy |
4,563
+972
| +27% | +$128K | 0.22% | 73 |
|
|
2019
Q1 | $484K | Buy |
3,591
+138
| +4% | +$18.6K | 0.18% | 77 |
|
|
2018
Q4 | $375K | Sell |
3,453
-13,994
| -80% | -$1.52M | 0.23% | 83 |
|
|
2018
Q3 | $2.52M | Sell |
17,447
-403
| -2% | -$58.3K | 1.34% | 18 |
|
|
2018
Q2 | $2.38M | Buy |
17,850
+310
| +2% | +$41.4K | 1.33% | 18 |
|
|
2018
Q1 | $2.57M | Buy |
17,540
+4,108
| +31% | +$603K | 1.48% | 13 |
|
|
2017
Q4 | $1.97M | Buy |
13,432
+10,202
| +316% | +$1.5M | 1.09% | 29 |
|
|
2017
Q3 | $448K | Sell |
3,230
-518
| -14% | -$71.8K | 0.26% | 94 |
|
|
2017
Q2 | $551K | Buy |
3,748
+84
| +2% | +$12.3K | 0.34% | 79 |
|
|
2017
Q1 | $603K | Sell |
3,664
-707
| -16% | -$116K | 0.4% | 74 |
|
|
2016
Q4 | $642K | Hold |
4,371
| – | – | 0.47% | 62 |
|
|
2016
Q3 | $642K | Buy |
4,371
+592
| +16% | +$87K | 0.47% | 62 |
|
|
2016
Q2 | $548K | Buy |
+3,779
| New | +$548K | 0.38% | 65 |
|