Sound Financial Strategies Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $871K | Buy |
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|
2025
Q1 | $711K | Sell |
|
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|
2024
Q4 | $943K | Buy |
|
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|
2024
Q3 | $880K | Buy |
|
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|
2024
Q2 | $680K | Buy |
|
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|
2024
Q1 | $726K | Sell |
|
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|
2023
Q4 | $639K | Sell |
|
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|
2023
Q3 | $897K | Sell |
|
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|
2023
Q2 | $915K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $1.07M | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.13M | Buy |
|