Stratos Investment 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 | $1.12M | Buy |
3,792
+1,543
| +69% | +$455K | 0.05% | 179 |
|
|
2025
Q1 | $559K | Buy |
2,249
+117
| +5% | +$29.1K | 0.03% | 198 |
|
|
2024
Q4 | $469K | Buy |
2,132
+266
| +14% | +$58.5K | 0.03% | 180 |
|
|
2024
Q3 | $413K | Buy |
+1,866
| New | +$413K | 0.03% | 174 |
|
|
2024
Q2 | – | Sell |
-1,105
| Closed | -$211K | – | 229 |
|
|
2024
Q1 | $211K | Sell |
1,105
-2,068
| -65% | -$395K | 0.02% | 192 |
|
|
2023
Q4 | $519K | Buy |
3,173
+293
| +10% | +$47.9K | 0.06% | 117 |
|
|
2023
Q3 | $404K | Buy |
2,880
+185
| +7% | +$26K | 0.06% | 121 |
|
|
2023
Q2 | $361K | Sell |
2,695
-21
| -0.8% | -$2.81K | 0.06% | 130 |
|
|
2023
Q1 | $356K | Sell |
2,716
-9,399
| -78% | -$1.23M | 0.06% | 126 |
|
|
2022
Q4 | $1.71M | Sell |
12,115
-516
| -4% | -$72.7K | 0.3% | 74 |
|
|
2022
Q3 | $1.5M | Sell |
12,631
-551
| -4% | -$65.5K | 0.3% | 77 |
|
|
2022
Q2 | $1.86M | Buy |
13,182
+334
| +3% | +$47.2K | 0.35% | 69 |
|
|
2022
Q1 | $1.67M | Buy |
12,848
+2,425
| +23% | +$315K | 0.28% | 79 |
|
|
2021
Q4 | $1.39M | Buy |
10,423
+246
| +2% | +$32.9K | 0.22% | 87 |
|
|
2021
Q3 | $1.35M | Buy |
10,177
+2,559
| +34% | +$340K | 0.24% | 87 |
|
|
2021
Q2 | $1.07M | Buy |
7,618
+1,093
| +17% | +$153K | 0.29% | 68 |
|
|
2021
Q1 | $831K | Sell |
6,525
-2,938
| -31% | -$374K | 0.26% | 73 |
|
|
2020
Q4 | $1.14M | Buy |
9,463
+1,600
| +20% | +$193K | 0.36% | 68 |
|
|
2020
Q3 | $915K | Buy |
7,863
+1,499
| +24% | +$174K | 0.33% | 72 |
|
|
2020
Q2 | $735K | Buy |
6,364
+2,138
| +51% | +$247K | 0.31% | 68 |
|
|
2020
Q1 | $448K | Buy |
+4,226
| New | +$448K | 0.24% | 75 |
|