Sound Income Strategies’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Sell |
70,019
-14,540
| -17% | -$4.29M | 1.18% | 18 |
|
|
2025
Q1 | $21M | Sell |
84,559
-32,072
| -27% | -$7.98M | 1.24% | 19 |
|
|
2024
Q4 | $25.6M | Buy |
116,631
+4,984
| +4% | +$1.1M | 1.59% | 15 |
|
|
2024
Q3 | $24.7M | Buy |
111,647
+6,524
| +6% | +$1.44M | 1.59% | 14 |
|
|
2024
Q2 | $18.2M | Buy |
105,123
+3,843
| +4% | +$665K | 1.14% | 24 |
|
|
2024
Q1 | $19.3M | Sell |
101,280
-14,212
| -12% | -$2.71M | 1.44% | 15 |
|
|
2023
Q4 | $18.9M | Buy |
115,492
+10,590
| +10% | +$1.73M | 1.57% | 15 |
|
|
2023
Q3 | $14.7M | Buy |
104,902
+5,750
| +6% | +$807K | 1.24% | 21 |
|
|
2023
Q2 | $13.3M | Buy |
99,152
+7,746
| +8% | +$1.04M | 1.36% | 22 |
|
|
2023
Q1 | $12M | Buy |
91,406
+10,445
| +13% | +$1.37M | 1.3% | 21 |
|
|
2022
Q4 | $11.4M | Buy |
80,961
+7,923
| +11% | +$1.12M | 1.45% | 19 |
|
|
2022
Q3 | $8.68M | Buy |
73,038
+7,060
| +11% | +$839K | 1.26% | 25 |
|
|
2022
Q2 | $9.32M | Buy |
65,978
+5,008
| +8% | +$707K | 1.24% | 25 |
|
|
2022
Q1 | $7.93M | Buy |
60,970
+7,293
| +14% | +$948K | 0.91% | 29 |
|
|
2021
Q4 | $7.17M | Buy |
53,677
+17,168
| +47% | +$2.29M | 0.84% | 29 |
|
|
2021
Q3 | $4.85M | Buy |
36,509
+6,927
| +23% | +$920K | 0.63% | 38 |
|
|
2021
Q2 | $4.15M | Buy |
29,582
+1,814
| +7% | +$254K | 0.6% | 37 |
|
|
2021
Q1 | $3.54M | Buy |
27,768
+8,021
| +41% | +$1.02M | 0.6% | 39 |
|
|
2020
Q4 | $2.38M | Buy |
19,747
+4,590
| +30% | +$553K | 0.52% | 28 |
|
|
2020
Q3 | $1.76M | Buy |
15,157
+13,006
| +605% | +$1.51M | 0.48% | 28 |
|
|
2020
Q2 | $248K | Buy |
2,151
+837
| +64% | +$96.5K | 0.07% | 67 |
|
|
2020
Q1 | $139K | Sell |
1,314
-114
| -8% | -$12.1K | 0.05% | 71 |
|
|
2019
Q4 | $183K | Buy |
1,428
+49
| +4% | +$6.28K | 0.05% | 57 |
|
|
2019
Q3 | $192K | Buy |
1,379
+57
| +4% | +$7.94K | 0.06% | 59 |
|
|
2019
Q2 | $174K | Sell |
1,322
-3
| -0.2% | -$395 | 0.06% | 62 |
|
|
2019
Q1 | $179K | Buy |
1,325
+81
| +7% | +$10.9K | 0.08% | 62 |
|
|
2018
Q4 | $135K | Buy |
1,244
+733
| +143% | +$79.5K | 0.07% | 71 |
|
|
2018
Q3 | $74K | Buy |
511
+378
| +284% | +$54.7K | 0.04% | 97 |
|
|
2018
Q2 | $18K | Sell |
133
-22
| -14% | -$2.98K | 0.01% | 228 |
|
|
2018
Q1 | $23K | Buy |
155
+23
| +17% | +$3.41K | 0.02% | 181 |
|
|
2017
Q4 | $19K | Buy |
+132
| New | +$19K | 0.01% | 140 |
|