Sterling Investment Counsel’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
1,623
-1,118
| -41% | -$330K | 0.28% | 58 |
|
|
2025
Q1 | $682K | Buy |
2,741
+1,118
| +69% | +$278K | 0.23% | 75 |
|
|
2024
Q4 | $357K | Sell |
1,623
-30
| -2% | -$6.6K | 0.24% | 78 |
|
|
2024
Q3 | $365K | Sell |
1,653
-20
| -1% | -$4.42K | 0.13% | 112 |
|
|
2024
Q2 | $289K | Sell |
1,673
-444
| -21% | -$76.8K | 0.11% | 119 |
|
|
2024
Q1 | $404K | Buy |
2,117
+120
| +6% | +$22.9K | 0.19% | 87 |
|
|
2023
Q4 | $327K | Buy |
1,997
+225
| +13% | +$36.8K | 0.17% | 103 |
|
|
2023
Q3 | $249K | Buy |
1,772
+75
| +4% | +$10.5K | 0.14% | 124 |
|
|
2023
Q2 | $227K | Hold |
1,697
| – | – | 0.12% | 136 |
|
|
2023
Q1 | $222K | Sell |
1,697
-185
| -10% | -$24.3K | 0.13% | 137 |
|
|
2022
Q4 | $265K | Hold |
1,882
| – | – | 0.16% | 128 |
|
|
2022
Q3 | $222K | Hold |
1,882
| – | – | 0.16% | 126 |
|
|
2022
Q2 | $265K | Buy |
+1,882
| New | +$265K | 0.2% | 119 |
|