SLA
Silver Lake Advisory’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
1,135
-597
| -34% | -$176K | 0.14% | 85 |
|
|
2025
Q1 | $431K | Sell |
1,732
-790
| -31% | -$196K | 0.19% | 78 |
|
|
2024
Q4 | $554K | Buy |
2,522
+714
| +39% | +$157K | 0.24% | 73 |
|
|
2024
Q3 | $400K | Buy |
1,808
+13
| +0.7% | +$2.87K | 0.16% | 82 |
|
|
2024
Q2 | $310K | Buy |
1,795
+223
| +14% | +$38.6K | 0.14% | 83 |
|
|
2024
Q1 | $300K | Buy |
+1,572
| New | +$300K | 0.13% | 84 |
|
|
2023
Q3 | – | Sell |
-1,551
| Closed | -$208K | – | 72 |
|
|
2023
Q2 | $208K | Sell |
1,551
-21
| -1% | -$2.81K | 0.11% | 92 |
|
|
2023
Q1 | $206K | Buy |
+1,572
| New | +$206K | 0.11% | 88 |
|
|
2022
Q3 | – | Sell |
-1,620
| Closed | -$229K | – | 98 |
|
|
2022
Q2 | $229K | Buy |
1,620
+49
| +3% | +$6.93K | 0.12% | 93 |
|
|
2022
Q1 | $204K | Hold |
1,571
| – | – | 0.1% | 101 |
|
|
2021
Q4 | $210K | Sell |
1,571
-357
| -19% | -$47.7K | 0.1% | 107 |
|
|
2021
Q3 | $268K | Hold |
1,928
| – | – | 0.13% | 95 |
|
|
2021
Q2 | $278K | Hold |
1,928
| – | – | 0.13% | 93 |
|
|
2021
Q1 | $257K | Sell |
1,928
-100
| -5% | -$13.3K | 0.13% | 91 |
|
|
2020
Q4 | $255K | Hold |
2,028
| – | – | 0.14% | 87 |
|
|
2020
Q3 | $247K | Sell |
2,028
-725
| -26% | -$88.3K | 0.15% | 83 |
|
|
2020
Q2 | $332K | Hold |
2,753
| – | – | 0.21% | 69 |
|
|
2020
Q1 | $305K | Hold |
2,753
| – | – | 0.22% | 68 |
|
|
2019
Q4 | $369K | Sell |
2,753
-160
| -5% | -$21.4K | 0.22% | 66 |
|
|
2019
Q3 | $424K | Sell |
2,913
-28
| -1% | -$4.08K | 0.27% | 63 |
|
|
2019
Q2 | $406K | Buy |
2,941
+2
| +0.1% | +$276 | 0.27% | 64 |
|
|
2019
Q1 | $415K | Sell |
2,939
-416
| -12% | -$58.7K | 0.28% | 64 |
|
|
2018
Q4 | $381K | Sell |
3,355
-168
| -5% | -$19.1K | 0.28% | 65 |
|
|
2018
Q3 | $533K | Buy |
3,523
+395
| +13% | +$59.8K | 0.32% | 68 |
|
|
2018
Q2 | $481K | Sell |
3,128
-351
| -10% | -$54K | 0.38% | 56 |
|
|
2018
Q1 | $534K | Buy |
3,479
+308
| +10% | +$47.3K | 0.4% | 59 |
|
|
2017
Q4 | $486K | Buy |
3,171
+80
| +3% | +$12.3K | 0.35% | 60 |
|
|
2017
Q3 | $448K | Sell |
3,091
-37
| -1% | -$5.36K | 0.34% | 58 |
|
|
2017
Q2 | $481K | Buy |
3,128
+26
| +0.8% | +$4K | 0.36% | 59 |
|
|
2017
Q1 | $540K | Sell |
3,102
-185
| -6% | -$32.2K | 0.41% | 59 |
|
|
2016
Q4 | $546K | Buy |
3,287
+70
| +2% | +$11.6K | 0.42% | 58 |
|
|
2016
Q3 | $511K | Sell |
3,217
-449
| -12% | -$71.3K | 0.38% | 59 |
|
|
2016
Q2 | $556K | Buy |
3,666
+7
| +0.2% | +$1.06K | 0.41% | 58 |
|
|
2016
Q1 | $554K | Buy |
3,659
+7
| +0.2% | +$1.06K | 0.47% | 52 |
|
|
2015
Q4 | $503K | Sell |
3,652
-208
| -5% | -$28.6K | 0.45% | 55 |
|
|
2015
Q3 | $560K | Buy |
3,860
+15
| +0.4% | +$2.18K | 0.5% | 53 |
|
|
2015
Q2 | $625K | Sell |
3,845
-68
| -2% | -$11.1K | 0.51% | 55 |
|
|
2015
Q1 | $628K | Buy |
3,913
+14
| +0.4% | +$2.25K | 0.51% | 52 |
|
|
2014
Q4 | $626K | Buy |
3,899
+48
| +1% | +$7.71K | 0.51% | 53 |
|
|
2014
Q3 | $731K | Buy |
3,851
+210
| +6% | +$39.9K | 0.6% | 51 |
|
|
2014
Q2 | $707K | Sell |
3,641
-2,850
| -44% | -$553K | 0.59% | 52 |
|
|
2014
Q1 | $1.25M | Buy |
6,491
+9
| +0.1% | +$1.73K | 1.12% | 41 |
|
|
2013
Q4 | $1.22M | Buy |
+6,482
| New | +$1.22M | 1.03% | 44 |
|