SFM
Signet Financial Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
10,165
-366
| -3% | -$108K | 0.38% | 88 |
|
|
2025
Q1 | $2.62M | Sell |
10,531
-730
| -6% | -$182K | 0.35% | 95 |
|
|
2024
Q4 | $2.48M | Buy |
11,261
+216
| +2% | +$47.5K | 0.32% | 98 |
|
|
2024
Q3 | $2.44M | Sell |
11,045
-176
| -2% | -$38.9K | 0.31% | 103 |
|
|
2024
Q2 | $1.94M | Buy |
11,221
+145
| +1% | +$25.1K | 0.26% | 114 |
|
|
2024
Q1 | $2.12M | Buy |
11,076
+9,840
| +796% | +$1.88M | 0.29% | 109 |
|
|
2023
Q4 | $202K | Buy |
+1,236
| New | +$202K | 0.03% | 262 |
|
|
2023
Q3 | – | Sell |
-1,501
| Closed | -$201K | – | 266 |
|
|
2023
Q2 | $201K | Buy |
+1,501
| New | +$201K | 0.03% | 262 |
|
|
2023
Q1 | – | Sell |
-1,578
| Closed | -$222K | – | 266 |
|
|
2022
Q4 | $222K | Buy |
+1,578
| New | +$222K | 0.04% | 243 |
|
|
2022
Q3 | – | Sell |
-1,543
| Closed | -$218K | – | 249 |
|
|
2022
Q2 | $218K | Sell |
1,543
-146
| -9% | -$20.6K | 0.04% | 233 |
|
|
2022
Q1 | $220K | Buy |
1,689
+4
| +0.2% | +$521 | 0.04% | 234 |
|
|
2021
Q4 | $225K | Sell |
1,685
-819
| -33% | -$109K | 0.03% | 238 |
|
|
2021
Q3 | $348K | Buy |
+2,504
| New | +$348K | 0.06% | 207 |
|
|
2021
Q2 | – | Sell |
-2,901
| Closed | -$387K | – | 163 |
|
|
2021
Q1 | $387K | Buy |
2,901
+277
| +11% | +$37K | 0.07% | 180 |
|
|
2020
Q4 | $330K | Buy |
2,624
+201
| +8% | +$25.3K | 0.07% | 192 |
|
|
2020
Q3 | $271K | Sell |
2,423
-62
| -2% | -$6.93K | 0.06% | 193 |
|
|
2020
Q2 | $316K | Buy |
2,485
+120
| +5% | +$15.3K | 0.07% | 184 |
|
|
2020
Q1 | $284K | Sell |
2,365
-307
| -11% | -$36.9K | 0.07% | 202 |
|
|
2019
Q4 | $358K | Buy |
2,672
+94
| +4% | +$12.6K | 0.07% | 199 |
|
|
2019
Q3 | $349K | Buy |
2,578
+107
| +4% | +$14.5K | 0.07% | 193 |
|
|
2019
Q2 | $374K | Buy |
2,471
+1
| +0% | +$151 | 0.07% | 185 |
|
|
2019
Q1 | $345K | Sell |
2,470
-30
| -1% | -$4.19K | 0.07% | 186 |
|
|
2018
Q4 | $284K | Buy |
2,500
+450
| +22% | +$51.1K | 0.06% | 194 |
|
|
2018
Q3 | $310K | Buy |
2,050
+250
| +14% | +$37.8K | 0.05% | 193 |
|
|
2018
Q2 | $251K | Buy |
1,800
+664
| +58% | +$92.6K | 0.04% | 209 |
|
|
2018
Q1 | $174K | Sell |
1,136
-864
| -43% | -$132K | 0.03% | 219 |
|
|
2017
Q4 | $307K | Sell |
2,000
-1,000
| -33% | -$154K | 0.06% | 178 |
|
|
2017
Q3 | $435K | Buy |
3,000
+950
| +46% | +$138K | 0.09% | 150 |
|
|
2017
Q2 | $315K | Hold |
2,050
| – | – | 0.07% | 161 |
|
|
2017
Q1 | $357K | Sell |
2,050
-154
| -7% | -$26.8K | 0.08% | 157 |
|
|
2016
Q4 | $366K | Sell |
2,204
-100
| -4% | -$16.6K | 0.09% | 134 |
|
|
2016
Q3 | $366K | Sell |
2,304
-96
| -4% | -$15.3K | 0.09% | 128 |
|
|
2016
Q2 | $364K | Sell |
2,400
-117
| -5% | -$17.7K | 0.08% | 129 |
|
|
2016
Q1 | $381K | Sell |
2,517
-1,231
| -33% | -$186K | 0.08% | 132 |
|
|
2015
Q4 | $516K | Buy |
3,748
+1,674
| +81% | +$230K | 0.11% | 108 |
|
|
2015
Q3 | $301K | Sell |
2,074
-81
| -4% | -$11.8K | 0.07% | 133 |
|
|
2015
Q2 | $351K | Sell |
2,155
-430
| -17% | -$70K | 0.08% | 124 |
|
|
2015
Q1 | $415K | Buy |
2,585
+151
| +6% | +$24.2K | 0.11% | 113 |
|
|
2014
Q4 | $391K | Buy |
+2,434
| New | +$391K | 0.14% | 105 |
|