Spectrum Asset Management (California)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
1,200
| – | – | 0.15% | 79 |
|
|
2025
Q1 | $298K | Hold |
1,200
| – | – | 0.13% | 70 |
|
|
2024
Q4 | $264K | Hold |
1,200
| – | – | 0.12% | 84 |
|
|
2024
Q3 | $265K | Hold |
1,200
| – | – | 0.11% | 88 |
|
|
2024
Q2 | $208K | Hold |
1,200
| – | – | 0.1% | 90 |
|
|
2024
Q1 | $229K | Buy |
+1,200
| New | +$229K | 0.1% | 88 |
|
|
2018
Q4 | – | Sell |
-12,906
| Closed | -$1.87M | – | 82 |
|
|
2018
Q3 | $1.87M | Buy |
+12,906
| New | +$1.87M | 1.11% | 21 |
|