SIG
Stonegate Investment Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
14,633
+498
| +4% | +$147K | 0.11% | 82 |
|
|
2025
Q1 | $3.51M | Sell |
14,135
-383
| -3% | -$95.2K | 0.09% | 86 |
|
|
2024
Q4 | $3.19M | Buy |
14,518
+1,190
| +9% | +$262K | 0.09% | 91 |
|
|
2024
Q3 | $2.95M | Sell |
13,328
-18,712
| -58% | -$4.14M | 0.08% | 97 |
|
|
2024
Q2 | $5.54M | Sell |
32,040
-1,244
| -4% | -$215K | 0.16% | 64 |
|
|
2024
Q1 | $6.36M | Sell |
33,284
-309,455
| -90% | -$59.1M | 0.2% | 61 |
|
|
2023
Q4 | $56.1M | Sell |
342,739
-1,138
| -0.3% | -$186K | 1.85% | 18 |
|
|
2023
Q3 | $48.2M | Buy |
343,877
+42,345
| +14% | +$5.94M | 1.75% | 20 |
|
|
2023
Q2 | $40.3M | Sell |
301,532
-2,853
| -0.9% | -$382K | 1.43% | 25 |
|
|
2023
Q1 | $39.9M | Sell |
304,385
-8,542
| -3% | -$1.12M | 1.5% | 26 |
|
|
2022
Q4 | $44.1M | Sell |
312,927
-1,081
| -0.3% | -$152K | 1.9% | 19 |
|
|
2022
Q3 | $37.3M | Buy |
314,008
+2,203
| +0.7% | +$262K | 1.71% | 19 |
|
|
2022
Q2 | $44M | Buy |
311,805
+11,588
| +4% | +$1.64M | 1.93% | 16 |
|
|
2022
Q1 | $39M | Buy |
300,217
+7,471
| +3% | +$971K | 1.28% | 25 |
|
|
2021
Q4 | $39.1M | Buy |
+292,746
| New | +$39.1M | 1.64% | 20 |
|