Summitry LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $674K | Buy |
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|
2025
Q2 | $682K | Buy |
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|
2025
Q1 | $560K | Buy |
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|
2024
Q4 | $491K | Sell |
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|
2024
Q3 | $602K | Buy |
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|
2024
Q2 | $373K | Sell |
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|
2024
Q1 | $460K | Buy |
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|
2023
Q4 | $376K | Hold |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $312K | Buy |
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|
2022
Q1 | $280K | Sell |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3.13M | Buy |
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|
2020
Q4 | $2.71M | Buy |
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|
2020
Q3 | $2.43M | Buy |
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|
2020
Q2 | $2.37M | Buy |
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|
2020
Q1 | $1.98M | Buy |
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|
2019
Q4 | $2.24M | Buy |
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|
2019
Q3 | $2.27M | Buy |
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|
2019
Q2 | $2.03M | Buy |
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|
2019
Q1 | $1.95M | Buy |
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|
2018
Q4 | $1.4M | Buy |
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|
2018
Q3 | $1.65M | Buy |
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|
2018
Q2 | $1.48M | Buy |
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|
2018
Q1 | $1.48M | Buy |
|
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|
2017
Q4 | $1.37M | Buy |
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|
2017
Q3 | $1.18M | Buy |
|
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|
2017
Q2 | $1.09M | Buy |
|
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|
2017
Q1 | $1.14M | Sell |
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|
2016
Q4 | $1.16M | Buy |
|
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|
2016
Q3 | $1.07M | Buy |
|
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|
2016
Q2 | $862K | Buy |
|
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|
2016
Q1 | $665K | Buy |
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|
2015
Q4 | $526K | Buy |
|
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|
2015
Q3 | $445K | Buy |
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|
2015
Q2 | $417K | Buy |
|
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|
2015
Q1 | $409K | Hold |
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|
2014
Q4 | $409K | Hold |
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|
2014
Q3 | $484K | Hold |
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|
2014
Q2 | $462K | Sell |
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|
2014
Q1 | $500K | Sell |
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|
2013
Q4 | $689K | Buy |
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|
2013
Q3 | $541K | Buy |
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|
2013
Q2 | $529K | Buy |
|