SCA
St. Clair Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Hold |
16,301
| – | – | 1.26% | 12 |
|
|
2025
Q1 | $4.05M | Hold |
16,301
| – | – | 1.14% | 12 |
|
|
2024
Q4 | $3.58M | Hold |
16,301
| – | – | 1.03% | 18 |
|
|
2024
Q3 | $3.6M | Hold |
16,301
| – | – | 1.02% | 17 |
|
|
2024
Q2 | $2.82M | Hold |
16,301
| – | – | 0.9% | 21 |
|
|
2024
Q1 | $3.11M | Hold |
16,301
| – | – | 1.01% | 18 |
|
|
2023
Q4 | $2.67M | Hold |
16,301
| – | – | 0.92% | 21 |
|
|
2023
Q3 | $2.29M | Hold |
16,301
| – | – | 0.9% | 21 |
|
|
2023
Q2 | $2.18M | Buy |
16,301
+2,148
| +15% | +$287K | 0.85% | 20 |
|
|
2023
Q1 | $1.86M | Buy |
14,153
+8,292
| +141% | +$1.09M | 0.81% | 23 |
|
|
2022
Q4 | $826K | Buy |
+5,861
| New | +$826K | 0.52% | 26 |
|