Steel Grove Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.24M | Sell |
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2025
Q1 | $2.18M | Sell |
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2024
Q4 | $1.97M | Sell |
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2024
Q3 | $2.17M | Sell |
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2024
Q2 | $1.77M | Sell |
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2024
Q1 | $2.79M | Sell |
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2023
Q4 | $2.45M | Sell |
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2023
Q3 | $2.28M | Buy |
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2023
Q2 | $2.17M | Buy |
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2023
Q1 | $2.12M | Buy |
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2022
Q4 | $2.09M | Buy |
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2022
Q3 | $1.69M | Buy |
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2022
Q2 | $1.9M | Buy |
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2022
Q1 | $1.65M | Buy |
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2021
Q4 | $593K | Sell |
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2021
Q3 | $1.75M | Buy |
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2021
Q2 | $1.81M | Buy |
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2021
Q1 | $1.48M | Buy |
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2020
Q4 | $492K | Sell |
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2020
Q3 | $1.17M | Buy |
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2020
Q2 | $1.14M | Sell |
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2020
Q1 | $1.22M | Buy |
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2019
Q4 | $1.25M | Sell |
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2019
Q3 | $1.45M | Buy |
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2019
Q2 | $1.37M | Buy |
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2019
Q1 | $1.37M | Buy |
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2018
Q4 | $687K | Buy |
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2018
Q3 | $442K | Buy |
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2018
Q2 | $384K | Buy |
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2018
Q1 | $374K | Hold |
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2017
Q4 | $374K | Buy |
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2015
Q2 | – | Sell |
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2015
Q1 | $321K | Buy |
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