SFG
Sunburst Financial Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
4,940
+3
| +0.1% | +$884 | 0.33% | 38 |
|
|
2025
Q1 | $1.23M | Sell |
4,937
-558
| -10% | -$139K | 0.3% | 38 |
|
|
2024
Q4 | $1.21M | Sell |
5,495
-1,207
| -18% | -$265K | 0.3% | 41 |
|
|
2024
Q3 | $1.48M | Sell |
6,702
-11
| -0.2% | -$2.43K | 0.38% | 36 |
|
|
2024
Q2 | $1.16M | Sell |
6,713
-110
| -2% | -$19K | 0.31% | 41 |
|
|
2024
Q1 | $1.3M | Sell |
6,823
-134
| -2% | -$25.4K | 0.37% | 36 |
|
|
2023
Q4 | $1.14M | Buy |
+6,957
| New | +$1.14M | 0.35% | 38 |
|