Summit Financial Strategies’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+799
| New | +$236K | 0.02% | 133 |
|
|
2022
Q4 | – | Sell |
-1,850
| Closed | -$220K | – | 125 |
|
|
2022
Q3 | $220K | Buy |
1,850
+154
| +9% | +$18.3K | 0.05% | 107 |
|
|
2022
Q2 | $239K | Buy |
+1,696
| New | +$239K | 0.06% | 102 |
|
|
2017
Q3 | – | Sell |
-1,621
| Closed | -$238K | – | 56 |
|
|
2017
Q2 | $238K | Buy |
1,621
+143
| +10% | +$21K | 0.14% | 43 |
|
|
2017
Q1 | $246K | Hold |
1,478
| – | – | 0.18% | 32 |
|
|
2016
Q4 | $235K | Buy |
+1,478
| New | +$235K | 0.16% | 36 |
|
|
2015
Q2 | – | Sell |
-1,482
| Closed | -$227K | – | 45 |
|
|
2015
Q1 | $227K | Sell |
1,482
-48
| -3% | -$7.35K | 0.18% | 36 |
|
|
2014
Q4 | $235K | Buy |
+1,530
| New | +$235K | 0.19% | 36 |
|