SCA
Stillwater Capital Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
+780
| New | +$230K | 0.03% | 69 |
|
|
2014
Q4 | – | Sell |
-1,422
| Closed | -$270K | – | 69 |
|
|
2014
Q3 | $270K | Buy |
+1,422
| New | +$270K | 0.09% | 59 |
|
|
2013
Q4 | – | Sell |
-26,520
| Closed | -$4.91M | – | 66 |
|
|
2013
Q3 | $4.91M | Buy |
26,520
+370
| +1% | +$68.5K | 2.9% | 21 |
|
|
2013
Q2 | $5M | Buy |
+26,150
| New | +$5M | 3.09% | 20 |
|