Sovereign Financial 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
Q3 | $1.34M | Buy |
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|
2025
Q2 | $1.38M | Buy |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $1.03M | Sell |
|
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|
2024
Q2 | $827K | Buy |
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|
2024
Q1 | $885K | Buy |
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|
2023
Q4 | $585K | Sell |
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|
2023
Q3 | $554K | Sell |
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|
2023
Q2 | $560K | Buy |
|
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|
2023
Q1 | $516K | Buy |
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|
2022
Q4 | $551K | Buy |
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|
2022
Q3 | $359K | Buy |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $253K | Buy |
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|
2021
Q3 | $222K | Sell |
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|
2021
Q2 | $228K | Hold |
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|
2021
Q1 | $228K | Buy |
|