Sigma Investment Counselors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
901
-16
| -2% | -$4.72K | 0.01% | 178 |
|
|
2025
Q1 | $228K | Sell |
917
-150
| -14% | -$37.3K | 0.01% | 177 |
|
|
2024
Q4 | $234K | Buy |
+1,067
| New | +$234K | 0.01% | 182 |
|
|
2016
Q1 | – | Sell |
-3,864
| Closed | -$508K | – | 121 |
|
|
2015
Q4 | $508K | Sell |
3,864
-139
| -3% | -$18.3K | 0.09% | 81 |
|
|
2015
Q3 | $555K | Sell |
4,003
-52
| -1% | -$7.21K | 0.11% | 79 |
|
|
2015
Q2 | $631K | Buy |
4,055
+6
| +0.1% | +$934 | 0.12% | 78 |
|
|
2015
Q1 | $621K | Sell |
4,049
-758
| -16% | -$116K | 0.12% | 78 |
|
|
2014
Q4 | $737K | Sell |
4,807
-537
| -10% | -$82.3K | 0.14% | 77 |
|
|
2014
Q3 | $970K | Sell |
5,344
-523
| -9% | -$94.9K | 0.19% | 71 |
|
|
2014
Q2 | $1.02M | Sell |
5,867
-712
| -11% | -$123K | 0.2% | 66 |
|
|
2014
Q1 | $1.21M | Sell |
6,579
-320
| -5% | -$58.9K | 0.24% | 65 |
|
|
2013
Q4 | $1.24M | Sell |
6,899
-2,203
| -24% | -$395K | 0.27% | 66 |
|
|
2013
Q3 | $1.61M | Sell |
9,102
-140
| -2% | -$24.8K | 0.37% | 64 |
|
|
2013
Q2 | $1.69M | Buy |
+9,242
| New | +$1.69M | 0.44% | 63 |
|