SGK
Steigerwald Gordon & Koch’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.3M | Sell |
99,499
-92
| -0.1% | -$27.1K | 3.09% | 5 |
|
|
2025
Q1 | $24.8M | Sell |
99,591
-1,649
| -2% | -$410K | 2.76% | 13 |
|
|
2024
Q4 | $22.3M | Sell |
101,240
-322
| -0.3% | -$70.8K | 2.51% | 16 |
|
|
2024
Q3 | $22.5M | Buy |
101,562
+2,267
| +2% | +$501K | 2.45% | 18 |
|
|
2024
Q2 | $17.2M | Buy |
99,295
+3,375
| +4% | +$584K | 2.08% | 22 |
|
|
2024
Q1 | $18.3M | Buy |
95,920
+1,324
| +1% | +$253K | 2.28% | 18 |
|
|
2023
Q4 | $15.5M | Buy |
94,596
+1,356
| +1% | +$222K | 2.09% | 21 |
|
|
2023
Q3 | $13.1M | Buy |
93,240
+2,334
| +3% | +$327K | 2% | 23 |
|
|
2023
Q2 | $12.2M | Buy |
90,906
+3,119
| +4% | +$417K | 1.78% | 31 |
|
|
2023
Q1 | $11.5M | Buy |
87,787
+3,527
| +4% | +$462K | 1.72% | 32 |
|
|
2022
Q4 | $11.9M | Buy |
84,260
+2,500
| +3% | +$352K | 1.89% | 26 |
|
|
2022
Q3 | $9.71M | Buy |
81,760
+3,948
| +5% | +$469K | 1.78% | 28 |
|
|
2022
Q2 | $11M | Buy |
77,812
+1,157
| +2% | +$163K | 1.91% | 24 |
|
|
2022
Q1 | $9.97M | Buy |
76,655
+3,133
| +4% | +$407K | 1.52% | 33 |
|
|
2021
Q4 | $9.83M | Buy |
73,522
+3,407
| +5% | +$455K | 1.48% | 33 |
|
|
2021
Q3 | $9.74M | Buy |
70,115
+4,266
| +6% | +$593K | 1.59% | 30 |
|
|
2021
Q2 | $9.65M | Buy |
65,849
+4,622
| +8% | +$678K | 1.6% | 29 |
|
|
2021
Q1 | $8.16M | Buy |
61,227
+2,247
| +4% | +$299K | 1.52% | 32 |
|
|
2020
Q4 | $7.42M | Buy |
58,980
+2,860
| +5% | +$360K | 1.51% | 30 |
|
|
2020
Q3 | $6.83M | Buy |
56,120
+1,638
| +3% | +$199K | 1.62% | 29 |
|
|
2020
Q2 | $6.58M | Buy |
54,482
+1,012
| +2% | +$122K | 1.74% | 28 |
|
|
2020
Q1 | $5.93M | Sell |
53,470
-579
| -1% | -$64.2K | 2.01% | 24 |
|
|
2019
Q4 | $7.25M | Sell |
54,049
-328
| -0.6% | -$44K | 1.7% | 29 |
|
|
2019
Q3 | $7.91M | Sell |
54,377
-27
| -0% | -$3.93K | 2.02% | 28 |
|
|
2019
Q2 | $7.5M | Sell |
54,404
-396
| -0.7% | -$54.6K | 1.94% | 29 |
|
|
2019
Q1 | $7.73M | Buy |
54,800
+2,276
| +4% | +$321K | 2.04% | 28 |
|
|
2018
Q4 | $5.97M | Sell |
52,524
-903
| -2% | -$103K | 1.78% | 31 |
|
|
2018
Q3 | $8.08M | Sell |
53,427
-432
| -0.8% | -$65.3K | 2.03% | 28 |
|
|
2018
Q2 | $7.52M | Buy |
53,859
+978
| +2% | +$137K | 1.99% | 27 |
|
|
2018
Q1 | $8.11M | Sell |
52,881
-498
| -0.9% | -$76.4K | 2.27% | 23 |
|
|
2017
Q4 | $8.15M | Sell |
53,379
-1,908
| -3% | -$291K | 2.25% | 27 |
|
|
2017
Q3 | $7.98M | Buy |
55,287
+1,107
| +2% | +$160K | 2.2% | 26 |
|
|
2017
Q2 | $8.28M | Buy |
54,180
+3,041
| +6% | +$465K | 2.33% | 25 |
|
|
2017
Q1 | $8.84M | Buy |
51,139
+2,525
| +5% | +$436K | 2.62% | 20 |
|
|
2016
Q4 | $7.97M | Buy |
48,614
+1,081
| +2% | +$177K | 2.54% | 23 |
|
|
2016
Q3 | $7.46M | Buy |
47,533
+1,608
| +4% | +$252K | 2.59% | 19 |
|
|
2016
Q2 | $6.86M | Buy |
45,925
+2,328
| +5% | +$348K | 2.46% | 22 |
|
|
2016
Q1 | $6.47M | Buy |
43,597
+797
| +2% | +$118K | 2.47% | 23 |
|
|
2015
Q4 | $5.77M | Buy |
42,800
+243
| +0.6% | +$32.8K | 2.35% | 26 |
|
|
2015
Q3 | $6.04M | Buy |
42,557
+3,251
| +8% | +$462K | 2.68% | 19 |
|
|
2015
Q2 | $6.25M | Buy |
39,306
+2,384
| +6% | +$379K | 2.85% | 18 |
|
|
2015
Q1 | $5.79M | Buy |
36,922
+2,681
| +8% | +$420K | 2.69% | 21 |
|
|
2014
Q4 | $5.37M | Buy |
34,241
+2,020
| +6% | +$317K | 2.69% | 20 |
|
|
2014
Q3 | $6.01M | Buy |
32,221
+52
| +0.2% | +$9.69K | 3.15% | 10 |
|
|
2014
Q2 | $5.73M | Buy |
32,169
+1,281
| +4% | +$228K | 3.05% | 14 |
|
|
2014
Q1 | $5.9M | Buy |
30,888
+747
| +2% | +$143K | 3.38% | 9 |
|
|
2013
Q4 | $5.6M | Buy |
30,141
+2,676
| +10% | +$498K | 3.35% | 7 |
|
|
2013
Q3 | $5.05M | Buy |
27,465
+3,322
| +14% | +$610K | 3.29% | 4 |
|
|
2013
Q2 | $4.57M | Buy |
+24,143
| New | +$4.57M | 3.24% | 7 |
|