Sterling Manor Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
981
| – | – | 0.19% | 27 |
|
|
2025
Q1 | $244K | Hold |
981
| – | – | 0.17% | 25 |
|
|
2024
Q4 | $216K | Hold |
981
| – | – | 0.15% | 27 |
|
|
2024
Q3 | $217K | Buy |
+981
| New | +$217K | 0.15% | 27 |
|
|
2024
Q2 | – | Sell |
-1,381
| Closed | -$264K | – | 27 |
|
|
2024
Q1 | $264K | Hold |
1,381
| – | – | 0.2% | 22 |
|
|
2023
Q4 | $226K | Buy |
+1,381
| New | +$226K | 0.19% | 22 |
|