Strategic Equity Management’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Sell
1,383
-26
-2% -$7.67K 0.15% 50
2025
Q1
$350K Buy
1,409
+362
+35% +$90K 0.15% 46
2024
Q4
$230K Buy
+1,047
New +$230K 0.1% 50