Chas P. Smith & Associates (CPS)’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 | $667K | Sell |
|
|||||
|
2025
Q1 | $579K | Buy |
|
|||||
|
2024
Q4 | $497K | Hold |
|
|||||
|
2024
Q3 | $500K | Buy |
|
|||||
|
2024
Q2 | $368K | Hold |
|
|||||
|
2024
Q1 | $406K | Buy |
|
|||||
|
2023
Q4 | $321K | Buy |
|
|||||
|
2023
Q3 | $268K | Sell |
|
|||||
|
2023
Q2 | $278K | Hold |
|
|||||
|
2023
Q1 | $273K | Buy |
|
|||||
|
2022
Q4 | $282K | Buy |
|
|||||
|
2022
Q3 | $234K | Sell |
|
|||||
|
2022
Q2 | $291K | Buy |
|
|||||
|
2022
Q1 | $257K | Buy |
|
|||||
|
2021
Q4 | $244K | Buy |
|
|||||
|
2021
Q3 | $214K | Hold |
|
|||||
|
2021
Q2 | $226K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $203K | Sell |
|
|||||
|
2019
Q3 | $227K | Hold |
|
|||||
|
2019
Q2 | $215K | Sell |
|
|||||
|
2019
Q1 | $263K | Sell |
|
|||||
|
2018
Q4 | $235K | Sell |
|
|||||
|
2018
Q3 | $329K | Buy |
|
|||||
|
2018
Q2 | $299K | Hold |
|
|||||
|
2018
Q1 | $329K | Buy |
|
|||||
|
2017
Q4 | $253K | Sell |
|
|||||
|
2017
Q3 | $246K | Sell |
|
|||||
|
2017
Q2 | $401K | Sell |
|
|||||
|
2017
Q1 | $543K | Buy |
|
|||||
|
2016
Q4 | $381K | Sell |
|
|||||
|
2016
Q3 | $838K | Buy |
|
|||||
|
2016
Q2 | $356K | Buy |
|
|||||
|
2016
Q1 | $349K | Sell |
|
|||||
|
2015
Q4 | $365K | Hold |
|
|||||
|
2015
Q3 | $385K | Sell |
|
|||||
|
2015
Q2 | $474K | Buy |
|
|||||
|
2015
Q1 | $276K | Sell |
|
|||||
|
2014
Q4 | $284K | Buy |
|
|||||
|
2014
Q3 | $332K | Buy |
|
|||||
|
2014
Q2 | $270K | Sell |
|
|||||
|
2014
Q1 | $860K | Sell |
|
|||||
|
2013
Q4 | $860K | Buy |
|
|||||
|
2013
Q3 | $283K | Sell |
|
|||||
|
2013
Q2 | $303K | Buy |
|