SFSG
Sound Financial Strategies Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $871K | Buy |
2,955
+96
| +3% | +$28.3K | 0.74% | 28 |
|
|
2025
Q1 | $711K | Sell |
2,859
-1,429
| -33% | -$355K | 0.63% | 64 |
|
|
2024
Q4 | $943K | Buy |
4,288
+308
| +8% | +$67.7K | 0.79% | 15 |
|
|
2024
Q3 | $880K | Buy |
3,980
+46
| +1% | +$10.2K | 0.71% | 19 |
|
|
2024
Q2 | $680K | Buy |
3,934
+133
| +3% | +$23K | 0.59% | 46 |
|
|
2024
Q1 | $726K | Sell |
3,801
-109
| -3% | -$20.8K | 0.6% | 16 |
|
|
2023
Q4 | $639K | Sell |
3,910
-2,483
| -39% | -$406K | 0.54% | 23 |
|
|
2023
Q3 | $897K | Sell |
6,393
-447
| -7% | -$62.7K | 0.74% | 27 |
|
|
2023
Q2 | $915K | Buy |
+6,840
| New | +$915K | 0.67% | 41 |
|
|
2023
Q1 | – | Sell |
-7,621
| Closed | -$1.07M | – | 72 |
|
|
2022
Q4 | $1.07M | Buy |
+7,621
| New | +$1.07M | 0.78% | 28 |
|
|
2022
Q3 | – | Sell |
-7,984
| Closed | -$1.13M | – | 40 |
|
|
2022
Q2 | $1.13M | Buy |
+7,984
| New | +$1.13M | 0.88% | 13 |
|