Sterling Investment Advisors (Pennsylvania)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Buy |
1,668
+9
| +0.5% | +$2.65K | 0.11% | 131 |
|
|
2025
Q1 | $413K | Buy |
1,659
+343
| +26% | +$85.3K | 0.1% | 131 |
|
|
2024
Q4 | $289K | Sell |
1,316
-50
| -4% | -$11K | 0.07% | 133 |
|
|
2024
Q3 | $302K | Buy |
+1,366
| New | +$302K | 0.08% | 123 |
|
|
2022
Q3 | – | Sell |
-268
| Closed | -$38K | – | 276 |
|
|
2022
Q2 | $38K | Hold |
268
| – | – | 0.01% | 248 |
|
|
2022
Q1 | $35K | Hold |
268
| – | – | 0.01% | 294 |
|
|
2021
Q4 | $36K | Sell |
268
-169
| -39% | -$22.7K | 0.01% | 289 |
|
|
2021
Q3 | $58K | Buy |
437
+84
| +24% | +$11.1K | 0.02% | 235 |
|
|
2021
Q2 | $49K | Hold |
353
| – | – | 0.01% | 254 |
|
|
2021
Q1 | $45K | Hold |
353
| – | – | 0.01% | 246 |
|
|
2020
Q4 | $42K | Hold |
353
| – | – | 0.01% | 235 |
|
|
2020
Q3 | $41K | Hold |
353
| – | – | 0.02% | 230 |
|
|
2020
Q2 | $40K | Hold |
353
| – | – | 0.02% | 232 |
|
|
2020
Q1 | $37K | Hold |
353
| – | – | 0.02% | 213 |
|
|
2019
Q4 | $45K | Hold |
353
| – | – | 0.02% | 218 |
|
|
2019
Q3 | $49K | Hold |
353
| – | – | 0.03% | 208 |
|
|
2019
Q2 | $46K | Hold |
353
| – | – | 0.02% | 214 |
|
|
2019
Q1 | $48K | Hold |
353
| – | – | 0.02% | 210 |
|
|
2018
Q4 | $38K | Hold |
353
| – | – | 0.02% | 222 |
|
|
2018
Q3 | $51K | Hold |
353
| – | – | 0.03% | 220 |
|
|
2018
Q2 | $47K | Hold |
353
| – | – | 0.03% | 214 |
|
|
2018
Q1 | $52K | Hold |
353
| – | – | 0.03% | 193 |
|
|
2017
Q4 | $52K | Sell |
353
-6
| -2% | -$884 | 0.03% | 181 |
|
|
2017
Q3 | $50K | Hold |
359
| – | – | 0.03% | 175 |
|
|
2017
Q2 | $53K | Sell |
359
-1,224
| -77% | -$181K | 0.04% | 177 |
|
|
2017
Q1 | $263K | Buy |
1,583
+1,120
| +242% | +$186K | 0.19% | 90 |
|
|
2016
Q4 | $74K | Buy |
+463
| New | +$74K | 0.06% | 135 |
|