Union Savings Bank’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
2,124
+28
| +1% | +$7.09K | 0.25% | 69 |
|
|
2025
Q1 | $521K | Buy |
2,096
+45
| +2% | +$11.2K | 0.25% | 72 |
|
|
2024
Q4 | $451K | Buy |
2,051
+97
| +5% | +$21.3K | 0.22% | 81 |
|
|
2024
Q3 | $432K | Sell |
1,954
-65
| -3% | -$14.4K | 0.21% | 89 |
|
|
2024
Q2 | $349K | Hold |
2,019
| – | – | 0.18% | 98 |
|
|
2024
Q1 | $386K | Buy |
2,019
+331
| +20% | +$63.2K | 0.2% | 95 |
|
|
2023
Q4 | $276K | Buy |
1,688
+183
| +12% | +$29.9K | 0.16% | 113 |
|
|
2023
Q3 | $211K | Buy |
1,505
+29
| +2% | +$4.07K | 0.13% | 119 |
|
|
2023
Q2 | $213K | Buy |
+1,476
| New | +$213K | 0.13% | 121 |
|