SHFA
SS&H Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43M | Buy |
25,215
+400
| +2% | +$118K | 2.48% | 9 |
|
|
2025
Q1 | $6.17M | Sell |
24,815
-250
| -1% | -$62.2K | 2.3% | 8 |
|
|
2024
Q4 | $5.51M | Sell |
25,065
-70
| -0.3% | -$15.4K | 2.01% | 10 |
|
|
2024
Q3 | $5.56M | Sell |
25,135
-50
| -0.2% | -$11.1K | 2.02% | 10 |
|
|
2024
Q2 | $4.36M | Hold |
25,185
| – | – | 1.7% | 12 |
|
|
2024
Q1 | $4.81M | Sell |
25,185
-1,205
| -5% | -$230K | 2% | 11 |
|
|
2023
Q4 | $4.32M | Sell |
26,390
-870
| -3% | -$142K | 1.83% | 15 |
|
|
2023
Q3 | $3.83M | Buy |
+27,260
| New | +$3.83M | 1.79% | 14 |
|
|
2023
Q1 | $3.71M | Buy |
28,329
+800
| +3% | +$105K | 1.7% | 14 |
|
|
2022
Q4 | $3.88M | Sell |
27,529
-100
| -0.4% | -$14.1K | 1.85% | 13 |
|
|
2022
Q3 | $3.28M | Sell |
27,629
-25
| -0.1% | -$2.97K | 1.7% | 16 |
|
|
2022
Q2 | $3.9M | Sell |
27,654
-1,450
| -5% | -$205K | 1.8% | 14 |
|
|
2022
Q1 | $3.78M | Buy |
+29,104
| New | +$3.78M | 1.48% | 18 |
|