Sonata Capital Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Sell |
2,650
-670
| -20% | -$197K | 0.31% | 59 |
|
|
2025
Q1 | $826K | Sell |
3,320
-100
| -3% | -$24.9K | 0.36% | 53 |
|
|
2024
Q4 | $752K | Buy |
3,420
+975
| +40% | +$214K | 0.31% | 58 |
|
|
2024
Q3 | $541K | Sell |
2,445
-380
| -13% | -$84.1K | 0.23% | 66 |
|
|
2024
Q2 | $489K | Buy |
2,825
+300
| +12% | +$51.9K | 0.25% | 52 |
|
|
2024
Q1 | $482K | Buy |
+2,525
| New | +$482K | 0.22% | 72 |
|