Strategic Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $991K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $927K | Sell |
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|
2023
Q4 | $816K | Sell |
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|
2023
Q3 | $730K | Sell |
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|
2023
Q2 | $748K | Sell |
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|
2023
Q1 | $733K | Buy |
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|
2022
Q4 | $788K | Buy |
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|
2022
Q3 | $619K | Sell |
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|
2022
Q2 | $741K | Sell |
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|
2022
Q1 | $720K | Buy |
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|
2021
Q4 | $707K | Sell |
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|
2021
Q3 | $738K | Sell |
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|
2021
Q2 | $823K | Buy |
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|
2021
Q1 | $694K | Sell |
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|
2020
Q4 | $706K | Buy |
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|
2020
Q3 | $660K | Sell |
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|
2020
Q2 | $1.03M | Hold |
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|
2020
Q1 | $948K | Buy |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.31M | Sell |
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|
2019
Q2 | $1.29M | Buy |
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|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.02M | Buy |
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|
2018
Q3 | $1.28M | Sell |
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|
2018
Q2 | $1.27M | Buy |
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|
2018
Q1 | $1.4M | Buy |
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|
2017
Q4 | $1.39M | Sell |
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|
2017
Q3 | $1.34M | Buy |
|
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|
2017
Q2 | $1.42M | Buy |
|
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|
2017
Q1 | $1.24M | Sell |
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|
2016
Q4 | $1.24M | Sell |
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|
2016
Q3 | $1.42M | Sell |
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|
2016
Q2 | $1.46M | Buy |
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|
2016
Q1 | $1.28M | Buy |
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|
2015
Q4 | $984K | Sell |
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|
2015
Q3 | $2.91M | Buy |
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|
2015
Q2 | $3.23M | Sell |
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|
2015
Q1 | $3.23M | Sell |
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|
2014
Q4 | $3.3M | Buy |
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|
2014
Q3 | $3.7M | Sell |
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|
2014
Q2 | $3.58M | Sell |
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|
2014
Q1 | $3.86M | Buy |
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|
2013
Q4 | $3.66M | Sell |
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|
2013
Q3 | $3.88M | Buy |
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|
2013
Q2 | $3.74M | Buy |
|