Syverson Strege & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
4,999
+2,706
| +118% | +$798K | 0.35% | 32 |
|
|
2025
Q1 | $570K | Buy |
2,293
+73
| +3% | +$18.2K | 0.18% | 38 |
|
|
2024
Q4 | $488K | Buy |
2,220
+283
| +15% | +$62.2K | 0.16% | 43 |
|
|
2024
Q3 | $428K | Sell |
1,937
-157
| -7% | -$34.7K | 0.14% | 42 |
|
|
2024
Q2 | $362K | Buy |
2,094
+6
| +0.3% | +$1.04K | 0.12% | 54 |
|
|
2024
Q1 | $399K | Buy |
2,088
+179
| +9% | +$34.2K | 0.14% | 44 |
|
|
2023
Q4 | $312K | Sell |
1,909
-25
| -1% | -$4.09K | 0.12% | 51 |
|
|
2023
Q3 | $271K | Buy |
1,934
+15
| +0.8% | +$2.1K | 0.12% | 48 |
|
|
2023
Q2 | $257K | Buy |
1,919
+33
| +2% | +$4.42K | 0.11% | 52 |
|
|
2023
Q1 | $247K | Buy |
1,886
+13
| +0.7% | +$1.71K | 0.11% | 54 |
|
|
2022
Q4 | $264K | Buy |
1,873
+11
| +0.6% | +$1.55K | 0.12% | 56 |
|
|
2022
Q3 | $221K | Sell |
1,862
-188
| -9% | -$22.3K | 0.11% | 63 |
|
|
2022
Q2 | $289K | Buy |
2,050
+669
| +48% | +$94.3K | 0.11% | 56 |
|
|
2022
Q1 | $180K | Buy |
1,381
+358
| +35% | +$46.7K | 0.2% | 66 |
|
|
2021
Q4 | $137K | Sell |
1,023
-187
| -15% | -$25K | 0.1% | 84 |
|
|
2021
Q3 | $161K | Buy |
1,210
+11
| +0.9% | +$1.46K | 0.13% | 72 |
|
|
2021
Q2 | $168K | Buy |
1,199
+11
| +0.9% | +$1.54K | 0.15% | 64 |
|
|
2021
Q1 | $151K | Buy |
1,188
+12
| +1% | +$1.53K | 0.16% | 68 |
|
|
2020
Q4 | $141K | Buy |
+1,176
| New | +$141K | 0.13% | 69 |
|