Summit X LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
+812
| New | +$239K | 0.04% | 224 |
|
|
2023
Q3 | – | Sell |
-3,141
| Closed | -$420K | – | 230 |
|
|
2023
Q2 | $420K | Sell |
3,141
-458
| -13% | -$61.3K | 0.1% | 173 |
|
|
2023
Q1 | $470K | Sell |
3,599
-1,551
| -30% | -$203K | 0.12% | 159 |
|
|
2022
Q4 | $727K | Buy |
5,150
+1,577
| +44% | +$223K | 0.21% | 101 |
|
|
2022
Q3 | $436K | Sell |
3,573
-1,577
| -31% | -$192K | 0.13% | 168 |
|
|
2022
Q2 | $723K | Buy |
5,150
+2,877
| +127% | +$404K | 0.21% | 101 |
|
|
2022
Q1 | $301K | Buy |
+2,273
| New | +$301K | 0.07% | 212 |
|
|
2020
Q4 | – | Sell |
-1,295
| Closed | -$1.7K | – | 323 |
|
|
2020
Q3 | $1.7K | Buy |
+1,295
| New | +$1.7K | 0.03% | 200 |
|
|
2019
Q4 | – | Sell |
-1,732
| Closed | -$242K | – | 237 |
|
|
2019
Q3 | $242K | Sell |
1,732
-13
| -0.7% | -$1.82K | 0.1% | 204 |
|
|
2019
Q2 | $231K | Hold |
1,745
| – | – | 0.09% | 206 |
|
|
2019
Q1 | $234K | Sell |
1,745
-5,962
| -77% | -$799K | 0.1% | 209 |
|
|
2018
Q4 | $835K | Buy |
7,707
+2,266
| +42% | +$246K | 0.48% | 51 |
|
|
2018
Q3 | $805K | Buy |
5,441
+1,509
| +38% | +$223K | 0.4% | 61 |
|
|
2018
Q2 | $525K | Sell |
3,932
-2,046
| -34% | -$273K | 0.29% | 90 |
|
|
2018
Q1 | $879K | Sell |
5,978
-796
| -12% | -$117K | 0.53% | 45 |
|
|
2017
Q4 | $996K | Buy |
+6,774
| New | +$996K | 0.63% | 39 |
|