SCA
Sippican Capital Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
+768
| New | +$226K | 0.16% | 105 |
|
|
2021
Q1 | – | Sell |
-11,867
| Closed | -$1.49M | – | 113 |
|
|
2020
Q4 | $1.49M | Sell |
11,867
-3,851
| -25% | -$485K | 1.62% | 19 |
|
|
2020
Q3 | $1.91M | Sell |
15,718
-328
| -2% | -$39.9K | 2.38% | 7 |
|
|
2020
Q2 | $1.94M | Sell |
16,046
-457
| -3% | -$55.2K | 2.61% | 4 |
|
|
2020
Q1 | $1.83M | Buy |
16,503
+791
| +5% | +$87.8K | 2.98% | 2 |
|
|
2019
Q4 | $2.11M | Buy |
15,712
+382
| +2% | +$51.2K | 2.34% | 5 |
|
|
2019
Q3 | $2.23M | Sell |
15,330
-256
| -2% | -$37.2K | 2.7% | 3 |
|
|
2019
Q2 | $2.15M | Buy |
15,586
+1,557
| +11% | +$215K | 2.53% | 4 |
|
|
2019
Q1 | $1.98M | Buy |
14,029
+411
| +3% | +$58K | 2.35% | 8 |
|
|
2018
Q4 | $1.55M | Sell |
13,618
-4,563
| -25% | -$519K | 2.09% | 11 |
|
|
2018
Q3 | $2.24M | Buy |
18,181
+1,296
| +8% | +$160K | 2.59% | 3 |
|
|
2018
Q2 | $2.36M | Buy |
16,885
+6,378
| +61% | +$891K | 2.36% | 6 |
|
|
2018
Q1 | $1.61M | Buy |
10,507
+3,497
| +50% | +$537K | 1.67% | 20 |
|
|
2017
Q4 | $1.08M | Buy |
+7,010
| New | +$1.08M | 1.05% | 40 |
|