SC
Stephens Consulting’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
3,676
-203
| -5% | -$59.8K | 0.26% | 41 |
|
|
2025
Q1 | $965K | Buy |
3,879
+54
| +1% | +$13.4K | 0.24% | 40 |
|
|
2024
Q4 | $841K | Sell |
3,825
-177
| -4% | -$38.9K | 0.21% | 43 |
|
|
2024
Q3 | $885K | Buy |
4,002
+3
| +0.1% | +$663 | 0.23% | 40 |
|
|
2024
Q2 | $692K | Sell |
3,999
-118
| -3% | -$20.4K | 0.2% | 42 |
|
|
2024
Q1 | $786K | Buy |
4,117
+3
| +0.1% | +$573 | 0.24% | 37 |
|
|
2023
Q4 | $673K | Sell |
4,114
-465
| -10% | -$76.1K | 0.23% | 38 |
|
|
2023
Q3 | $642K | Buy |
4,579
+3,933
| +609% | +$552K | 0.26% | 38 |
|
|
2023
Q2 | $86.4K | Sell |
646
-76
| -11% | -$10.2K | 0.03% | 118 |
|
|
2023
Q1 | $94.7K | Buy |
722
+5
| +0.7% | +$656 | 0.06% | 115 |
|
|
2022
Q4 | $101K | Buy |
717
+5
| +0.7% | +$704 | 0.07% | 106 |
|
|
2022
Q3 | $84.6K | Sell |
712
-5
| -0.7% | -$594 | 0.08% | 116 |
|
|
2022
Q2 | $101K | Sell |
717
-43
| -6% | -$6.07K | 0.08% | 100 |
|
|
2022
Q1 | $98.8K | Sell |
760
-50
| -6% | -$6.5K | 0.08% | 123 |
|
|
2021
Q4 | $108K | Buy |
+810
| New | +$108K | 0.09% | 137 |
|