Sierra Summit Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Sell |
10,413
-3,885
| -27% | -$1.15M | 0.55% | 35 |
|
|
2025
Q1 | $3.56M | Sell |
14,298
-156
| -1% | -$38.8K | 0.77% | 35 |
|
|
2024
Q4 | $3.18M | Buy |
14,454
+3,324
| +30% | +$731K | 0.64% | 34 |
|
|
2024
Q3 | $2.46M | Buy |
11,130
+2,058
| +23% | +$455K | 0.57% | 38 |
|
|
2024
Q2 | $1.57M | Buy |
9,072
+997
| +12% | +$172K | 0.39% | 44 |
|
|
2024
Q1 | $1.54M | Buy |
8,075
+57
| +0.7% | +$10.9K | 0.42% | 40 |
|
|
2023
Q4 | $1.31M | Buy |
+8,018
| New | +$1.31M | 0.38% | 44 |
|