Sittner & Nelson’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Hold |
3,220
| – | – | 0.38% | 51 |
|
|
2025
Q1 | $801K | Buy |
3,220
+95
| +3% | +$23.6K | 0.34% | 53 |
|
|
2024
Q4 | $687K | Buy |
3,125
+1,190
| +61% | +$262K | 0.3% | 58 |
|
|
2024
Q3 | $428K | Sell |
1,935
-25
| -1% | -$5.53K | 0.19% | 76 |
|
|
2024
Q2 | $339K | Buy |
1,960
+212
| +12% | +$36.7K | 0.17% | 81 |
|
|
2024
Q1 | $334K | Buy |
1,748
+150
| +9% | +$28.7K | 0.17% | 88 |
|
|
2023
Q4 | $261K | Sell |
1,598
-40
| -2% | -$6.54K | 0.14% | 93 |
|
|
2023
Q3 | $230K | Sell |
1,638
-100
| -6% | -$14K | 0.13% | 95 |
|
|
2023
Q2 | $233K | Hold |
1,738
| – | – | 0.13% | 96 |
|
|
2023
Q1 | $228K | Hold |
1,738
| – | – | 0.13% | 109 |
|
|
2022
Q4 | $245K | Hold |
1,738
| – | – | 0.15% | 106 |
|
|
2022
Q3 | $207K | Sell |
1,738
-609
| -26% | -$72.5K | 0.14% | 106 |
|
|
2022
Q2 | $331K | Buy |
2,347
+1,411
| +151% | +$199K | 0.22% | 86 |
|
|
2022
Q1 | $122K | Hold |
936
| – | – | 0.07% | 134 |
|
|
2021
Q4 | $125K | Sell |
936
-80
| -8% | -$10.7K | 0.07% | 131 |
|
|
2021
Q3 | $135K | Hold |
1,016
| – | – | 0.09% | 116 |
|
|
2021
Q2 | $142K | Sell |
1,016
-272
| -21% | -$38K | 0.1% | 106 |
|
|
2021
Q1 | $164K | Buy |
1,288
+24
| +2% | +$3.06K | 0.12% | 97 |
|
|
2020
Q4 | $152K | Buy |
+1,264
| New | +$152K | 0.14% | 94 |
|