SIS
Strategic Investment Solutions’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
8,229
+4,874
| +145% | +$1.44M | 0.73% | 34 |
|
|
2025
Q1 | $834K | Buy |
3,355
+82
| +3% | +$20.4K | 0.24% | 56 |
|
|
2024
Q4 | $607K | Buy |
3,273
+2
| +0.1% | +$371 | 0.2% | 61 |
|
|
2024
Q3 | $723K | Sell |
3,271
-98
| -3% | -$21.7K | 0.22% | 61 |
|
|
2024
Q2 | $591K | Buy |
+3,369
| New | +$591K | 0.19% | 61 |
|
|
2023
Q4 | $534K | Buy |
+3,263
| New | +$534K | 0.09% | 105 |
|
|
2023
Q3 | – | Sell |
-1,249
| Closed | -$162K | – | 715 |
|
|
2023
Q2 | $162K | Hold |
1,249
| – | – | 0.03% | 162 |
|
|
2023
Q1 | $164K | Buy |
+1,249
| New | +$164K | 0.03% | 199 |
|