Summit Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
57,063
+2,842
| +5% | +$838K | 0.38% | 50 |
|
|
2025
Q1 | $13.5M | Buy |
54,221
+30,827
| +132% | +$7.67M | 0.38% | 50 |
|
|
2024
Q4 | $5.14M | Buy |
23,394
+9,393
| +67% | +$2.06M | 0.18% | 104 |
|
|
2024
Q3 | $3.1M | Buy |
14,001
+4,944
| +55% | +$1.09M | 0.12% | 132 |
|
|
2024
Q2 | $1.57M | Buy |
9,057
+4,460
| +97% | +$771K | 0.07% | 178 |
|
|
2024
Q1 | $878K | Sell |
4,597
-235
| -5% | -$44.9K | 0.05% | 200 |
|
|
2023
Q4 | $790K | Sell |
4,832
-361
| -7% | -$59K | 0.05% | 200 |
|
|
2023
Q3 | $729K | Buy |
5,193
+90
| +2% | +$12.6K | 0.05% | 194 |
|
|
2023
Q2 | $683K | Buy |
5,103
+2,162
| +74% | +$289K | 0.05% | 192 |
|
|
2023
Q1 | $385K | Sell |
2,941
-219
| -7% | -$28.7K | 0.03% | 196 |
|
|
2022
Q4 | $445K | Sell |
3,160
-661
| -17% | -$93.1K | 0.04% | 181 |
|
|
2022
Q3 | $454K | Buy |
3,821
+254
| +7% | +$30.2K | 0.04% | 177 |
|
|
2022
Q2 | $504K | Sell |
3,567
-2,209
| -38% | -$312K | 0.05% | 155 |
|
|
2022
Q1 | $751K | Buy |
5,776
+1,950
| +51% | +$254K | 0.06% | 142 |
|
|
2021
Q4 | $511K | Sell |
3,826
-459
| -11% | -$61.3K | 0.04% | 164 |
|
|
2021
Q3 | $569K | Buy |
4,285
+1,555
| +57% | +$207K | 0.05% | 132 |
|
|
2021
Q2 | $383K | Buy |
+2,730
| New | +$383K | 0.04% | 107 |
|