Southeast Asset Advisors’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 | $1.08M | Hold |
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|
2025
Q1 | $915K | Buy |
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|
2024
Q4 | $502K | Hold |
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|
2024
Q3 | $505K | Hold |
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|
2024
Q2 | $395K | Hold |
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|
2024
Q1 | $436K | Hold |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $325K | Sell |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $396K | Buy |
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|
2022
Q1 | $364K | Hold |
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|
2021
Q4 | $374K | Sell |
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|
2021
Q3 | $390K | Buy |
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|
2021
Q2 | $411K | Sell |
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|
2021
Q1 | $376K | Buy |
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|
2020
Q4 | $229K | Hold |
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|
2020
Q3 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Hold |
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|
2019
Q3 | $265K | Hold |
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|
2019
Q2 | $251K | Hold |
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|
2019
Q1 | $257K | Sell |
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|
2018
Q4 | $350K | Hold |
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|
2018
Q3 | $465K | Hold |
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|
2018
Q2 | $430K | Hold |
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|
2018
Q1 | $472K | Hold |
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|
2017
Q4 | $472K | Hold |
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|
2017
Q3 | $446K | Hold |
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|
2017
Q2 | $473K | Sell |
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|
2017
Q1 | $640K | Hold |
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|
2016
Q4 | $610K | Sell |
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|
2016
Q3 | $814K | Hold |
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|
2016
Q2 | $777K | Sell |
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|
2016
Q1 | $789K | Sell |
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|
2015
Q4 | $855K | Buy |
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|
2015
Q3 | $897K | Hold |
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|
2015
Q2 | $1.01M | Sell |
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|
2015
Q1 | $1.01M | Sell |
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|
2014
Q4 | $1.07M | Hold |
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|
2014
Q3 | $1.27M | Hold |
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|
2014
Q2 | $1.21M | Sell |
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|
2014
Q1 | $1.3M | Sell |
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|
2013
Q4 | $1.71M | Buy |
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|
2013
Q3 | $1.55M | Buy |
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|
2013
Q2 | $1.12M | Buy |
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