Carlton Hofferkamp & Jenks Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
|
|||||
|
2025
Q1 | $1.12M | Hold |
|
|||||
|
2024
Q4 | $1.23M | Hold |
|
|||||
|
2024
Q3 | $966K | Hold |
|
|||||
|
2024
Q2 | $895K | Hold |
|
|||||
|
2024
Q1 | $791K | Sell |
|
|||||
|
2023
Q4 | $890K | Hold |
|
|||||
|
2023
Q3 | $701K | Buy |
|
|||||
|
2023
Q2 | $724K | Buy |
|
|||||
|
2023
Q1 | $610K | Sell |
|
|||||
|
2022
Q4 | $690K | Buy |
|
|||||
|
2022
Q3 | $666K | Sell |
|
|||||
|
2022
Q2 | $745K | Hold |
|
|||||
|
2022
Q1 | $678K | Buy |
|
|||||
|
2021
Q4 | $679K | Buy |
|
|||||
|
2021
Q3 | $594K | Buy |
|
|||||
|
2021
Q2 | $648K | Sell |
|
|||||
|
2021
Q1 | $790K | Sell |
|
|||||
|
2020
Q4 | $775K | Sell |
|
|||||
|
2020
Q3 | $713K | Buy |
|
|||||
|
2020
Q2 | $248K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $202K | Buy |
|