SPC
Sigma Planning Corp’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
36,275
-2,843
| -7% | -$838K | 0.32% | 52 |
|
|
2025
Q1 | $9.73M | Buy |
39,118
+3,015
| +8% | +$750K | 0.31% | 56 |
|
|
2024
Q4 | $7.94M | Buy |
36,103
+1,972
| +6% | +$434K | 0.25% | 70 |
|
|
2024
Q3 | $7.55M | Sell |
34,131
-71
| -0.2% | -$15.7K | 0.23% | 83 |
|
|
2024
Q2 | $5.92M | Sell |
34,202
-57
| -0.2% | -$9.86K | 0.19% | 103 |
|
|
2024
Q1 | $6.54M | Buy |
34,259
+19,082
| +126% | +$3.64M | 0.21% | 90 |
|
|
2023
Q4 | $2.48M | Sell |
15,177
-18,209
| -55% | -$2.98M | 0.19% | 101 |
|
|
2023
Q3 | $4.68M | Buy |
33,386
+1,032
| +3% | +$145K | 0.18% | 117 |
|
|
2023
Q2 | $4.33M | Sell |
32,354
-9,711
| -23% | -$1.3M | 0.16% | 124 |
|
|
2023
Q1 | $5.51M | Sell |
42,065
-740
| -2% | -$97K | 0.18% | 120 |
|
|
2022
Q4 | $6.03M | Buy |
42,805
+595
| +1% | +$83.8K | 0.22% | 103 |
|
|
2022
Q3 | $5.02M | Sell |
42,210
-1,171
| -3% | -$139K | 0.19% | 115 |
|
|
2022
Q2 | $6.13M | Buy |
43,381
+9,043
| +26% | +$1.28M | 0.21% | 99 |
|
|
2022
Q1 | $4.47M | Buy |
34,338
+2,027
| +6% | +$264K | 0.13% | 158 |
|
|
2021
Q4 | $4.32M | Sell |
32,311
-14
| -0% | -$201K | 0.12% | 178 |
|
|
2021
Q3 | $4.49M | Buy |
32,325
+520
| +2% | +$72.3K | 0.14% | 160 |
|
|
2021
Q2 | $4.66M | Buy |
31,805
+4,967
| +19% | +$728K | 0.14% | 160 |
|
|
2021
Q1 | $3.58M | Buy |
26,838
+795
| +3% | +$106K | 0.11% | 212 |
|
|
2020
Q4 | $3.28M | Sell |
26,043
-1,866
| -7% | -$235K | 0.11% | 195 |
|
|
2020
Q3 | $3.4M | Buy |
27,909
+131
| +0.5% | +$15.9K | 0.13% | 170 |
|
|
2020
Q2 | $3.36M | Buy |
27,778
+5,890
| +27% | +$711K | 0.15% | 149 |
|
|
2020
Q1 | $2.43M | Sell |
21,888
-2,269
| -9% | -$252K | 0.14% | 151 |
|
|
2019
Q4 | $3.24M | Buy |
24,157
+857
| +4% | +$115K | 0.14% | 160 |
|
|
2019
Q3 | $3.39M | Buy |
23,300
+148
| +0.6% | +$21.5K | 0.16% | 151 |
|
|
2019
Q2 | $3.19M | Buy |
23,152
+2,608
| +13% | +$360K | 0.16% | 151 |
|
|
2019
Q1 | $2.9M | Buy |
20,544
+2,290
| +13% | +$323K | 0.16% | 148 |
|
|
2018
Q4 | $2.08M | Buy |
18,254
+789
| +5% | +$89.8K | 0.15% | 146 |
|
|
2018
Q3 | $2.64M | Sell |
17,465
-160
| -0.9% | -$24.3K | 0.16% | 140 |
|
|
2018
Q2 | $2.46M | Sell |
17,625
-1,746
| -9% | -$244K | 0.16% | 145 |
|
|
2018
Q1 | $2.97M | Buy |
19,371
+5,646
| +41% | +$866K | 0.22% | 111 |
|
|
2017
Q4 | $2.11M | Sell |
13,725
-602
| -4% | -$92.4K | 0.16% | 156 |
|
|
2017
Q3 | $2.08M | Sell |
14,327
-869
| -6% | -$126K | 0.17% | 149 |
|
|
2017
Q2 | $2.34M | Buy |
15,196
+518
| +4% | +$79.7K | 0.22% | 115 |
|
|
2017
Q1 | $2.56M | Buy |
14,678
+1,364
| +10% | +$238K | 0.25% | 95 |
|
|
2016
Q4 | $2.21M | Buy |
13,314
+4,131
| +45% | +$686K | 0.24% | 94 |
|
|
2016
Q3 | $1.46M | Buy |
9,183
+696
| +8% | +$111K | 0.17% | 143 |
|
|
2016
Q2 | $1.29M | Sell |
8,487
-4,029
| -32% | -$612K | 0.17% | 151 |
|
|
2016
Q1 | $1.9M | Buy |
12,516
+3,058
| +32% | +$463K | 0.26% | 85 |
|
|
2015
Q4 | $1.3M | Sell |
9,458
-3,227
| -25% | -$444K | 0.18% | 127 |
|
|
2015
Q3 | $1.84M | Sell |
12,685
-966
| -7% | -$140K | 0.29% | 75 |
|
|
2015
Q2 | $2.22M | Sell |
13,651
-1,319
| -9% | -$215K | 0.31% | 80 |
|
|
2015
Q1 | $2.4M | Buy |
14,970
+707
| +5% | +$114K | 0.32% | 68 |
|
|
2014
Q4 | $2.29M | Buy |
+14,263
| New | +$2.29M | 0.3% | 84 |
|