Summit Securities Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.2K | Buy |
+289
| New | +$85.2K | 0.02% | 286 |
|
|
2025
Q1 | – | Sell |
-21,400
| Closed | -$4.7M | – | 782 |
|
|
2024
Q4 | $4.7M | Buy |
21,400
+20,000
| +1,429% | +$4.4M | 0.97% | 13 |
|
|
2024
Q3 | $310K | Buy |
+1,400
| New | +$310K | 0.08% | 62 |
|
|
2024
Q2 | – | Sell |
-2,100
| Closed | -$401K | – | 535 |
|
|
2024
Q1 | $401K | Sell |
2,100
-8,600
| -80% | -$1.64M | 0.07% | 43 |
|
|
2023
Q4 | $1.75M | Buy |
10,700
+6,000
| +128% | +$981K | 0.16% | 30 |
|
|
2023
Q3 | $659K | Buy |
4,700
+3,124
| +198% | +$438K | 0.07% | 35 |
|
|
2023
Q2 | $211K | Sell |
1,576
-176
| -10% | -$23.6K | 0.03% | 125 |
|
|
2023
Q1 | $230K | Sell |
1,752
-87,892
| -98% | -$11.5M | 0.02% | 106 |
|
|
2022
Q4 | $12.6M | Buy |
89,644
+63,467
| +242% | +$8.94M | 0.48% | 9 |
|
|
2022
Q3 | $3.11M | Buy |
26,177
+9,916
| +61% | +$1.18M | 0.23% | 29 |
|
|
2022
Q2 | $2.3M | Buy |
16,261
+5,661
| +53% | +$799K | 0.29% | 23 |
|
|
2022
Q1 | $1.38M | Sell |
10,600
-23,100
| -69% | -$3M | 0.15% | 55 |
|
|
2021
Q4 | $4.5M | Buy |
33,700
+25,011
| +288% | +$3.34M | 0.21% | 45 |
|
|
2021
Q3 | $1.15M | Sell |
8,689
-1,517
| -15% | -$201K | 0.09% | 107 |
|
|
2021
Q2 | $1.43M | Sell |
10,206
-10,086
| -50% | -$1.41M | 0.12% | 86 |
|
|
2021
Q1 | $2.59M | Buy |
20,292
+2,196
| +12% | +$280K | 0.28% | 32 |
|
|
2020
Q4 | $2.18M | Sell |
18,096
-20,397
| -53% | -$2.45M | 0.18% | 48 |
|
|
2020
Q3 | $4.48M | Sell |
38,493
-1,987
| -5% | -$231K | 0.47% | 14 |
|
|
2020
Q2 | $4.67M | Sell |
40,480
-36,610
| -47% | -$4.23M | 0.58% | 9 |
|
|
2020
Q1 | $8.18M | Buy |
77,090
+64,852
| +530% | +$6.88M | 1.44% | 7 |
|
|
2019
Q4 | $1.57M | Buy |
12,238
+9,937
| +432% | +$1.27M | 0.12% | 67 |
|
|
2019
Q3 | $320K | Sell |
2,301
-1,674
| -42% | -$233K | 0.03% | 103 |
|
|
2019
Q2 | $524K | Sell |
3,975
-7,949
| -67% | -$1.05M | 0.06% | 67 |
|
|
2019
Q1 | $1.61M | Buy |
11,924
+5,543
| +87% | +$748K | 0.29% | 15 |
|
|
2018
Q4 | $693K | Sell |
6,381
-29,392
| -82% | -$3.19M | 0.06% | 70 |
|
|
2018
Q3 | $5.17M | Buy |
35,773
+11,715
| +49% | +$1.69M | 1.92% | 11 |
|
|
2018
Q2 | $3.21M | Buy |
24,058
+11,401
| +90% | +$1.52M | 0.46% | 16 |
|
|
2018
Q1 | $1.86M | Buy |
12,657
+11,088
| +707% | +$1.63M | 0.45% | 12 |
|
|
2017
Q4 | $230K | Buy |
+1,569
| New | +$230K | 0.03% | 143 |
|
|
2017
Q3 | – | Sell |
-4,034
| Closed | -$593K | – | 168 |
|
|
2017
Q2 | $593K | Buy |
4,034
+1,902
| +89% | +$280K | 0.11% | 83 |
|
|
2017
Q1 | $355K | Buy |
+2,132
| New | +$355K | 0.1% | 183 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 235 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 181 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 247 |
|
|
2016
Q1 | – | Sell |
-2,066
| Closed | -$272K | – | 237 |
|
|
2015
Q4 | $272K | Buy |
+2,066
| New | +$272K | 0.09% | 154 |
|
|
2015
Q3 | – | Sell |
-3,243
| Closed | -$504K | – | 377 |
|
|
2015
Q2 | $504K | Sell |
3,243
-418
| -11% | -$65K | 0.25% | 33 |
|
|
2015
Q1 | $562K | Buy |
3,661
+136
| +4% | +$20.9K | 0.42% | 34 |
|
|
2014
Q4 | $541K | Sell |
3,525
-11,956
| -77% | -$1.83M | 0.16% | 99 |
|
|
2014
Q3 | $2.81M | Buy |
15,481
+11,925
| +335% | +$2.16M | 0.81% | 31 |
|
|
2014
Q2 | $616K | Buy |
3,556
+3,033
| +580% | +$525K | 0.21% | 78 |
|
|
2014
Q1 | $96K | Sell |
523
-8,786
| -94% | -$1.61M | 0.06% | 135 |
|
|
2013
Q4 | $1.67M | Sell |
9,309
-2,406
| -21% | -$431K | 0.29% | 51 |
|
|
2013
Q3 | $2.07M | Buy |
11,715
+5,334
| +84% | +$944K | 0.71% | 24 |
|
|
2013
Q2 | $1.17M | Buy |
+6,381
| New | +$1.17M | 0.56% | 38 |
|