SA
Strategic Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
8,378
-744
| -8% | -$219K | 0.49% | 46 |
|
|
2025
Q1 | $2.27M | Buy |
9,122
+1,398
| +18% | +$348K | 0.44% | 46 |
|
|
2024
Q4 | $1.7M | Sell |
7,724
-11,738
| -60% | -$2.58M | 0.31% | 65 |
|
|
2024
Q3 | $4.3M | Buy |
19,462
+65
| +0.3% | +$14.4K | 0.8% | 29 |
|
|
2024
Q2 | $3.35M | Sell |
19,397
-167
| -0.9% | -$28.9K | 0.65% | 37 |
|
|
2024
Q1 | $3.74M | Sell |
19,564
-3,751
| -16% | -$716K | 0.74% | 30 |
|
|
2023
Q4 | $3.81M | Buy |
23,315
+2,138
| +10% | +$350K | 0.72% | 29 |
|
|
2023
Q3 | $2.97M | Buy |
21,177
+400
| +2% | +$56.1K | 0.59% | 41 |
|
|
2023
Q2 | $2.78M | Hold |
20,777
| – | – | 0.53% | 46 |
|
|
2023
Q1 | $2.72M | Buy |
20,777
+5,803
| +39% | +$761K | 0.55% | 42 |
|
|
2022
Q4 | $2.11M | Buy |
14,974
+496
| +3% | +$69.9K | 0.47% | 49 |
|
|
2022
Q3 | $1.72M | Buy |
14,478
+312
| +2% | +$37.1K | 0.38% | 60 |
|
|
2022
Q2 | $2M | Buy |
14,166
+2,163
| +18% | +$305K | 0.42% | 54 |
|
|
2022
Q1 | $1.56M | Buy |
12,003
+479
| +4% | +$62.3K | 0.27% | 78 |
|
|
2021
Q4 | $1.54M | Buy |
+11,524
| New | +$1.54M | 0.22% | 85 |
|
|
2020
Q2 | – | Sell |
-2,627
| Closed | -$313K | – | 152 |
|
|
2020
Q1 | $313K | Sell |
2,627
-87
| -3% | -$10.4K | 0.14% | 110 |
|
|
2019
Q4 | $364K | Buy |
2,714
+13
| +0.5% | +$1.74K | 0.13% | 130 |
|
|
2019
Q3 | $393K | Buy |
2,701
+4
| +0.1% | +$582 | 0.15% | 123 |
|
|
2019
Q2 | $371K | Sell |
2,697
-19
| -0.7% | -$2.61K | 0.14% | 123 |
|
|
2019
Q1 | $383K | Buy |
2,716
+11
| +0.4% | +$1.55K | 0.15% | 120 |
|
|
2018
Q4 | $307K | Buy |
2,705
+645
| +31% | +$73.2K | 0.13% | 117 |
|
|
2018
Q3 | $311K | Buy |
2,060
+2
| +0.1% | +$302 | 0.11% | 126 |
|
|
2018
Q2 | $287K | Sell |
2,058
-224
| -10% | -$31.2K | 0.12% | 123 |
|
|
2018
Q1 | $350K | Buy |
2,282
+320
| +16% | +$49.1K | 0.14% | 110 |
|
|
2017
Q4 | $301K | Sell |
1,962
-107
| -5% | -$16.4K | 0.12% | 118 |
|
|
2017
Q3 | $300K | Sell |
2,069
-498
| -19% | -$72.2K | 0.13% | 129 |
|
|
2017
Q2 | $395K | Sell |
2,567
-2,565
| -50% | -$395K | 0.18% | 108 |
|
|
2017
Q1 | $894K | Buy |
5,132
+2
| +0% | +$348 | 0.42% | 69 |
|
|
2016
Q4 | $852K | Buy |
5,130
+1
| +0% | +$166 | 0.45% | 70 |
|
|
2016
Q3 | $815K | Buy |
5,129
+52
| +1% | +$8.26K | 0.46% | 73 |
|
|
2016
Q2 | $771K | Buy |
5,077
+9
| +0.2% | +$1.37K | 0.44% | 74 |
|
|
2016
Q1 | $768K | Sell |
5,068
-7,198
| -59% | -$1.09M | 0.44% | 72 |
|
|
2015
Q4 | $1.69M | Sell |
12,266
-793
| -6% | -$109K | 1.1% | 27 |
|
|
2015
Q3 | $1.89M | Sell |
13,059
-1,652
| -11% | -$239K | 1.31% | 24 |
|
|
2015
Q2 | $2.39M | Buy |
14,711
+9,046
| +160% | +$1.47M | 1.53% | 19 |
|
|
2015
Q1 | $1.03M | Sell |
5,665
-8,633
| -60% | -$1.57M | 0.66% | 51 |
|
|
2014
Q4 | $2.29M | Buy |
14,298
+8,753
| +158% | +$1.4M | 1.5% | 20 |
|
|
2014
Q3 | $1.05M | Sell |
5,545
-120
| -2% | -$22.8K | 0.69% | 49 |
|
|
2014
Q2 | $1.03M | Sell |
5,665
-259
| -4% | -$47K | 0.66% | 51 |
|
|
2014
Q1 | $1.14M | Buy |
5,924
+1
| +0% | +$192 | 0.76% | 46 |
|
|
2013
Q4 | $1.11M | Buy |
5,923
+131
| +2% | +$24.6K | 0.76% | 46 |
|
|
2013
Q3 | $1.07M | Buy |
5,792
+13
| +0.2% | +$2.41K | 0.88% | 42 |
|
|
2013
Q2 | $1.11M | Buy |
+5,779
| New | +$1.11M | 0.99% | 32 |
|