Strategic Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
1,206
+124
| +11% | +$36.5K | 0.03% | 195 |
|
|
2025
Q1 | $269K | Buy |
1,082
+1
| +0.1% | +$249 | 0.03% | 219 |
|
|
2024
Q4 | $238K | Buy |
1,081
+18
| +2% | +$3.96K | 0.03% | 221 |
|
|
2024
Q3 | $235K | Buy |
+1,063
| New | +$235K | 0.03% | 226 |
|
|
2020
Q4 | – | Sell |
-1,909
| Closed | -$210K | – | 199 |
|
|
2020
Q3 | $210K | Buy |
+1,909
| New | +$210K | 0.07% | 170 |
|