SA
SRN Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Sell |
3,089
-3,380
| -52% | -$996K | 0.83% | 45 |
|
|
2025
Q1 | $1.61M | Sell |
6,469
-692
| -10% | -$172K | 1.81% | 9 |
|
|
2024
Q4 | $1.57M | Buy |
7,161
+4,650
| +185% | +$1.02M | 1.4% | 10 |
|
|
2024
Q3 | $555K | Sell |
2,511
-2,180
| -46% | -$482K | 0.49% | 86 |
|
|
2024
Q2 | $811K | Sell |
4,691
-4,450
| -49% | -$770K | 0.67% | 79 |
|
|
2024
Q1 | $1.75M | Sell |
9,141
-601
| -6% | -$115K | 1.36% | 15 |
|
|
2023
Q4 | $1.59M | Sell |
9,742
-1,880
| -16% | -$307K | 1.43% | 14 |
|
|
2023
Q3 | $1.63M | Buy |
11,622
+504
| +5% | +$70.7K | 1.62% | 16 |
|
|
2023
Q2 | $1.49M | Sell |
11,118
-1,053
| -9% | -$141K | 1.32% | 19 |
|
|
2023
Q1 | $1.57M | Buy |
12,171
+4,040
| +50% | +$522K | 1.44% | 14 |
|
|
2022
Q4 | $1.15M | Sell |
8,131
-8,635
| -52% | -$1.22M | 1.14% | 46 |
|
|
2022
Q3 | $1.99M | Sell |
16,766
-352
| -2% | -$41.8K | 1.67% | 8 |
|
|
2022
Q2 | $2.42M | Sell |
17,118
-6,788
| -28% | -$958K | 1.69% | 7 |
|
|
2022
Q1 | $3.11M | Sell |
23,906
-16,343
| -41% | -$2.12M | 1.37% | 28 |
|
|
2021
Q4 | $5.38M | Sell |
40,249
-886
| -2% | -$118K | 1.93% | 5 |
|
|
2021
Q3 | $5.71M | Buy |
41,135
+2,600
| +7% | +$361K | 2.65% | 2 |
|
|
2021
Q2 | $5.65M | Buy |
38,535
+242
| +0.6% | +$35.5K | 1.92% | 11 |
|
|
2021
Q1 | $5.1M | Buy |
38,293
+14,134
| +59% | +$1.88M | 1.83% | 8 |
|
|
2020
Q4 | $3M | Buy |
+24,159
| New | +$3M | 1.48% | 15 |
|