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SGL Investment Advisors’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.11M Buy
24,465
+42
+0.2% +$12.2K 3.38% 3
2025
Q1
$6.21M Sell
24,423
-34
-0.1% -$8.64K 3.21% 4
2024
Q4
$6.26M Buy
24,457
+2,758
+13% +$706K 3.15% 6
2024
Q3
$4.53M Buy
+21,699
New +$4.53M 2.33% 16