SDAM
Shulman DeMeo Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
8,132
-154
| -2% | -$45.4K | 0.59% | 15 |
|
|
2025
Q1 | $2.06M | Sell |
8,286
-11
| -0.1% | -$2.74K | 0.58% | 15 |
|
|
2024
Q4 | $1.82M | Sell |
8,297
-314
| -4% | -$69K | 0.49% | 17 |
|
|
2024
Q3 | $1.9M | Buy |
8,611
+5
| +0.1% | +$1.11K | 0.47% | 18 |
|
|
2024
Q2 | $1.49M | Buy |
8,606
+9
| +0.1% | +$1.56K | 0.39% | 20 |
|
|
2024
Q1 | $1.64M | Buy |
8,597
+22
| +0.3% | +$4.2K | 0.43% | 18 |
|
|
2023
Q4 | $1.4M | Sell |
8,575
-86
| -1% | -$14.1K | 0.4% | 19 |
|
|
2023
Q3 | $1.22M | Sell |
8,661
-600
| -6% | -$84.2K | 0.41% | 20 |
|
|
2023
Q2 | $1.24M | Sell |
9,261
-382
| -4% | -$51.1K | 0.37% | 22 |
|
|
2023
Q1 | $1.26M | Sell |
9,643
-143
| -1% | -$18.7K | 0.4% | 21 |
|
|
2022
Q4 | $1.38M | Sell |
9,786
-15
| -0.2% | -$2.11K | 0.46% | 19 |
|
|
2022
Q3 | $1.16M | Sell |
9,801
-23
| -0.2% | -$2.73K | 0.41% | 24 |
|
|
2022
Q2 | $1.39M | Sell |
9,824
-158
| -2% | -$22.3K | 0.46% | 20 |
|
|
2022
Q1 | $1.3M | Buy |
9,982
+280
| +3% | +$36.4K | 0.36% | 31 |
|
|
2021
Q4 | $1.3M | Buy |
9,702
+120
| +1% | +$16K | 0.34% | 31 |
|
|
2021
Q3 | $1.33M | Buy |
+9,582
| New | +$1.33M | 1.15% | 17 |
|
|
2021
Q2 | – | Sell |
-8,488
| Closed | -$1.13M | – | 96 |
|
|
2021
Q1 | $1.13M | Buy |
8,488
+5,678
| +202% | +$757K | 0.31% | 38 |
|
|
2020
Q4 | $354K | Buy |
2,810
+353
| +14% | +$44.5K | 0.1% | 94 |
|
|
2020
Q3 | $299K | Buy |
2,457
+509
| +26% | +$61.9K | 0.1% | 86 |
|
|
2020
Q2 | $235K | Buy |
1,948
+89
| +5% | +$10.7K | 0.09% | 95 |
|
|
2020
Q1 | $206K | Buy |
1,859
+9
| +0.5% | +$997 | 0.1% | 89 |
|
|
2019
Q4 | $248K | Buy |
1,850
+25
| +1% | +$3.35K | 0.09% | 110 |
|
|
2019
Q3 | $265K | Buy |
1,825
+5
| +0.3% | +$726 | 0.09% | 105 |
|
|
2019
Q2 | $251K | Buy |
1,820
+4
| +0.2% | +$552 | 0.09% | 107 |
|
|
2019
Q1 | $256K | Buy |
+1,816
| New | +$256K | 0.1% | 101 |
|