SIA
Sit Investment Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.29M | Sell |
28,121
-2,546
| -8% | -$751K | 0.18% | 140 |
|
|
2025
Q1 | $7.63M | Sell |
30,667
-5,790
| -16% | -$1.44M | 0.18% | 148 |
|
|
2024
Q4 | $8.01M | Sell |
36,457
-2,000
| -5% | -$440K | 0.18% | 153 |
|
|
2024
Q3 | $8.5M | Sell |
38,457
-12,895
| -25% | -$2.85M | 0.19% | 147 |
|
|
2024
Q2 | $8.88M | Buy |
51,352
+3,820
| +8% | +$661K | 0.2% | 145 |
|
|
2024
Q1 | $9.08M | Sell |
47,532
-7,270
| -13% | -$1.39M | 0.21% | 150 |
|
|
2023
Q4 | $8.96M | Buy |
54,802
+5,550
| +11% | +$908K | 0.22% | 141 |
|
|
2023
Q3 | $6.91M | Buy |
49,252
+925
| +2% | +$130K | 0.19% | 159 |
|
|
2023
Q2 | $6.47M | Sell |
48,327
-7,245
| -13% | -$970K | 0.17% | 163 |
|
|
2023
Q1 | $7.29M | Buy |
+55,572
| New | +$7.29M | 0.2% | 149 |
|
|
2018
Q2 | – | Sell |
-85,400
| Closed | -$13.1M | – | 549 |
|
|
2018
Q1 | $13.1M | Buy |
+85,400
| New | +$13.1M | 0.32% | 102 |
|
|
2015
Q4 | – | Sell |
-1,625
| Closed | -$236K | – | 483 |
|
|
2015
Q3 | $236K | Sell |
1,625
-600
| -27% | -$87.1K | ﹤0.01% | 405 |
|
|
2015
Q2 | $362K | Hold |
2,225
| – | – | 0.01% | 378 |
|
|
2015
Q1 | $357K | Sell |
2,225
-2,450
| -52% | -$393K | 0.01% | 372 |
|
|
2014
Q4 | $750K | Sell |
4,675
-248,850
| -98% | -$39.9M | 0.01% | 333 |
|
|
2014
Q3 | $48.1M | Sell |
253,525
-15,847
| -6% | -$3.01M | 0.84% | 31 |
|
|
2014
Q2 | $48.8M | Sell |
269,372
-58,923
| -18% | -$10.7M | 0.83% | 30 |
|
|
2014
Q1 | $63.2M | Sell |
328,295
-36,015
| -10% | -$6.93M | 1.11% | 17 |
|
|
2013
Q4 | $68.3M | Sell |
364,310
-174,465
| -32% | -$32.7M | 1.22% | 12 |
|
|
2013
Q3 | $99.8M | Sell |
538,775
-7,015
| -1% | -$1.3M | 1.91% | 2 |
|
|
2013
Q2 | $104M | Buy |
+545,790
| New | +$104M | 2.11% | 2 |
|