SL
Summitry LLC’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Buy |
2,314
+63
| +3% | +$18.6K | 0.03% | 75 |
|
|
2025
Q1 | $560K | Buy |
2,251
+19
| +0.9% | +$4.73K | 0.03% | 74 |
|
|
2024
Q4 | $491K | Sell |
2,232
-491
| -18% | -$108K | 0.02% | 77 |
|
|
2024
Q3 | $602K | Buy |
2,723
+566
| +26% | +$125K | 0.03% | 71 |
|
|
2024
Q2 | $373K | Sell |
2,157
-250
| -10% | -$43.2K | 0.02% | 80 |
|
|
2024
Q1 | $460K | Buy |
2,407
+109
| +5% | +$20.8K | 0.02% | 72 |
|
|
2023
Q4 | $376K | Hold |
2,298
| – | – | 0.02% | 77 |
|
|
2023
Q3 | $322K | Sell |
2,298
-143
| -6% | -$20.1K | 0.02% | 77 |
|
|
2023
Q2 | $327K | Sell |
2,441
-70
| -3% | -$9.37K | 0.02% | 78 |
|
|
2023
Q1 | $329K | Sell |
2,511
-23
| -0.9% | -$3.02K | 0.02% | 77 |
|
|
2022
Q4 | $357K | Sell |
2,534
-216
| -8% | -$30.4K | 0.03% | 78 |
|
|
2022
Q3 | $327K | Buy |
2,750
+537
| +24% | +$63.9K | 0.02% | 75 |
|
|
2022
Q2 | $312K | Buy |
2,213
+63
| +3% | +$8.88K | 0.02% | 67 |
|
|
2022
Q1 | $280K | Sell |
2,150
-33
| -2% | -$4.3K | 0.02% | 75 |
|
|
2021
Q4 | $292K | Buy |
+2,183
| New | +$292K | 0.02% | 75 |
|
|
2021
Q2 | – | Sell |
-23,463
| Closed | -$3.13M | – | 71 |
|
|
2021
Q1 | $3.13M | Buy |
23,463
+1,938
| +9% | +$258K | 0.2% | 53 |
|
|
2020
Q4 | $2.71M | Buy |
21,525
+1,579
| +8% | +$199K | 0.2% | 48 |
|
|
2020
Q3 | $2.43M | Buy |
19,946
+322
| +2% | +$39.2K | 0.2% | 53 |
|
|
2020
Q2 | $2.37M | Buy |
19,624
+1,769
| +10% | +$214K | 0.2% | 54 |
|
|
2020
Q1 | $1.98M | Buy |
17,855
+1,151
| +7% | +$128K | 0.18% | 53 |
|
|
2019
Q4 | $2.24M | Buy |
16,704
+1,121
| +7% | +$150K | 0.18% | 53 |
|
|
2019
Q3 | $2.27M | Buy |
15,583
+871
| +6% | +$127K | 0.18% | 49 |
|
|
2019
Q2 | $2.03M | Buy |
14,712
+861
| +6% | +$119K | 0.17% | 49 |
|
|
2019
Q1 | $1.95M | Buy |
13,851
+1,531
| +12% | +$216K | 0.17% | 48 |
|
|
2018
Q4 | $1.4M | Buy |
12,320
+1,426
| +13% | +$162K | 0.14% | 48 |
|
|
2018
Q3 | $1.65M | Buy |
10,894
+331
| +3% | +$50K | 0.14% | 47 |
|
|
2018
Q2 | $1.48M | Buy |
10,563
+891
| +9% | +$125K | 0.14% | 49 |
|
|
2018
Q1 | $1.48M | Buy |
9,672
+716
| +8% | +$110K | 0.14% | 45 |
|
|
2017
Q4 | $1.37M | Buy |
8,956
+856
| +11% | +$131K | 0.12% | 52 |
|
|
2017
Q3 | $1.18M | Buy |
8,100
+1,014
| +14% | +$147K | 0.11% | 52 |
|
|
2017
Q2 | $1.09M | Buy |
7,086
+536
| +8% | +$82.5K | 0.1% | 47 |
|
|
2017
Q1 | $1.14M | Sell |
6,550
-425
| -6% | -$74K | 0.11% | 40 |
|
|
2016
Q4 | $1.16M | Buy |
6,975
+205
| +3% | +$34K | 0.11% | 41 |
|
|
2016
Q3 | $1.08M | Buy |
6,770
+1,089
| +19% | +$173K | 0.11% | 45 |
|
|
2016
Q2 | $862K | Buy |
5,681
+1,291
| +29% | +$196K | 0.09% | 45 |
|
|
2016
Q1 | $665K | Buy |
4,390
+565
| +15% | +$85.6K | 0.07% | 45 |
|
|
2015
Q4 | $526K | Buy |
3,825
+755
| +25% | +$104K | 0.06% | 53 |
|
|
2015
Q3 | $445K | Buy |
3,070
+507
| +20% | +$73.5K | 0.05% | 52 |
|
|
2015
Q2 | $417K | Buy |
2,563
+13
| +0.5% | +$2.12K | 0.05% | 50 |
|
|
2015
Q1 | $409K | Hold |
2,550
| – | – | 0.05% | 47 |
|
|
2014
Q4 | $409K | Hold |
2,550
| – | – | 0.05% | 49 |
|
|
2014
Q3 | $484K | Hold |
2,550
| – | – | 0.06% | 45 |
|
|
2014
Q2 | $462K | Sell |
2,550
-50
| -2% | -$9.06K | 0.06% | 44 |
|
|
2014
Q1 | $500K | Sell |
2,600
-1,080
| -29% | -$208K | 0.06% | 45 |
|
|
2013
Q4 | $689K | Buy |
3,680
+759
| +26% | +$142K | 0.09% | 43 |
|
|
2013
Q3 | $541K | Buy |
2,921
+152
| +5% | +$28.2K | 0.08% | 45 |
|
|
2013
Q2 | $529K | Buy |
+2,769
| New | +$529K | 0.08% | 44 |
|