Sonora Investment Management 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 | $31M | Buy |
+105,176
| New | +$31M | 2.3% | 9 |
|
|
2025
Q1 | – | Sell |
-106,946
| Closed | -$23.5M | – | 305 |
|
|
2024
Q4 | $23.5M | Buy |
106,946
+3,531
| +3% | +$776K | 1.8% | 15 |
|
|
2024
Q3 | $22.9M | Buy |
103,415
+1,083
| +1% | +$239K | 1.69% | 13 |
|
|
2024
Q2 | $19.5M | Hold |
102,332
| – | – | 1.53% | 15 |
|
|
2024
Q1 | $19.5M | Buy |
102,332
+2,543
| +3% | +$486K | 1.53% | 15 |
|
|
2023
Q4 | $16.3M | Buy |
99,789
+4,182
| +4% | +$684K | 1.33% | 19 |
|
|
2023
Q3 | $13.4M | Buy |
95,607
+4,405
| +5% | +$618K | 1.15% | 27 |
|
|
2023
Q2 | $12.2M | Buy |
91,202
+7,441
| +9% | +$996K | 1.02% | 35 |
|
|
2023
Q1 | $11M | Buy |
83,761
+9,131
| +12% | +$1.2M | 0.96% | 34 |
|
|
2022
Q4 | $10.5M | Buy |
74,630
+11,436
| +18% | +$1.61M | 0.96% | 34 |
|
|
2022
Q3 | $8.92M | Hold |
63,194
| – | – | 1.15% | 30 |
|
|
2022
Q2 | $8.92M | Buy |
63,194
+25,698
| +69% | +$3.63M | 0.85% | 42 |
|
|
2022
Q1 | $4.87M | Buy |
37,496
+11,385
| +44% | +$1.48M | 0.55% | 65 |
|
|
2021
Q4 | $3.49M | Buy |
+26,111
| New | +$3.49M | 0.41% | 72 |
|