CapWealth Advisors’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 | $33.7M | Sell |
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|
2025
Q2 | $38.3M | Sell |
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|
2025
Q1 | $32.9M | Sell |
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|
2024
Q4 | $31.2M | Sell |
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|
2024
Q3 | $33M | Sell |
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|
2024
Q2 | $26.3M | Sell |
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|
2024
Q1 | $29.6M | Sell |
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|
2023
Q4 | $25.5M | Sell |
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|
2023
Q3 | $22.4M | Sell |
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|
2023
Q2 | $21.6M | Sell |
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|
2023
Q1 | $21.4M | Sell |
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|
2022
Q4 | $23.1M | Sell |
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|
2022
Q3 | $19.5M | Buy |
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|
2022
Q2 | $23.1M | Buy |
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|
2022
Q1 | $20.1M | Buy |
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|
2021
Q4 | $20.2M | Sell |
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|
2021
Q3 | $20.4M | Buy |
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|
2021
Q2 | $21.5M | Buy |
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|
2021
Q1 | $15M | Buy |
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|
2020
Q4 | $13.6M | Buy |
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|
2020
Q3 | $10.6M | Buy |
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|
2020
Q2 | $6.23M | Buy |
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|
2020
Q1 | $5.44M | Buy |
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|
2019
Q4 | $6.05M | Buy |
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|
2019
Q3 | $6.52M | Buy |
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|
2019
Q2 | $5.42M | Buy |
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|
2019
Q1 | $5.27M | Sell |
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|
2018
Q4 | $4.26M | Buy |
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|
2018
Q3 | $1.91M | Buy |
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|
2018
Q2 | $536K | Sell |
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|
2018
Q1 | $6.16M | Buy |
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|
2017
Q4 | $6.09M | Sell |
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|
2017
Q3 | $5.82M | Buy |
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|
2017
Q2 | $5.89M | Buy |
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|
2017
Q1 | $5.96M | Buy |
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|
2016
Q4 | $5.08M | Buy |
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|
2016
Q3 | $4.04M | Buy |
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|
2016
Q2 | $82K | Buy |
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|
2016
Q1 | $66K | Buy |
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|
2015
Q4 | $21K | Hold |
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|
2015
Q3 | $22K | Hold |
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|
2015
Q2 | $24K | Hold |
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|
2015
Q1 | $24K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $104K | Sell |
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|
2014
Q2 | $137K | Sell |
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|
2014
Q1 | $165K | Hold |
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|
2013
Q4 | $161K | Sell |
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|
2013
Q3 | $218K | Sell |
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|
2013
Q2 | $244K | Buy |
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