Chickasaw Capital Management’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$251K	Hold	850	–	–	0.01%	90
2025 Q1	$211K	Buy	+850	New	+$211K	0.01%	92
2024 Q2	–	Sell	-1,271	Closed	-$243K	–	100
2024 Q1	$243K	Hold	1,271	–	–	0.01%	84
2023 Q4	$208K	Buy	+1,271	New	+$208K	0.01%	87
2019 Q3	–	Sell	-2,219	Closed	-$292K	–	89
2019 Q2	$292K	Hold	2,219	–	–	0.01%	71
2019 Q1	$299K	Hold	2,219	–	–	0.01%	68
2018 Q4	$241K	Hold	2,219	–	–	0.01%	79
2018 Q3	$321K	Hold	2,219	–	–	0.01%	91
2018 Q2	$296K	Hold	2,219	–	–	0.01%	88
2018 Q1	$325K	Hold	2,219	–	–	0.01%	85
2017 Q4	$325K	Hold	2,219	–	–	0.01%	86
2017 Q3	$308K	Hold	2,219	–	–	0.01%	86
2017 Q2	$326K	Hold	2,219	–	–	0.01%	84
2017 Q1	$369K	Hold	2,219	–	–	0.01%	83
2016 Q4	$352K	Hold	2,219	–	–	0.01%	79
2016 Q3	$337K	Hold	2,219	–	–	0.01%	74
2016 Q2	$322K	Hold	2,219	–	–	0.01%	80
2016 Q1	$321K	Hold	2,219	–	–	0.01%	78
2015 Q4	$292K	Hold	2,219	–	–	0.01%	82
2015 Q3	$307K	Sell	2,219 -18,519	-89%	-$2.56M	0.01%	81
2015 Q2	$3.23M	Sell	20,738 -26	-0.1%	-$4.04K	0.09%	40
2015 Q1	$3.19M	Hold	20,764	–	–	0.1%	40
2014 Q4	$3.19M	Buy	20,764 +18,545	+836%	+$2.84M	0.11%	43
2014 Q3	$403K	Hold	2,219	–	–	0.01%	82
2014 Q2	$384K	Sell	2,219 -125	-5%	-$21.6K	0.01%	82
2014 Q1	$431K	Buy	2,344 +125	+6%	+$23K	0.02%	80
2013 Q4	$398K	Sell	2,219 -107	-5%	-$19.2K	0.02%	84
2013 Q3	$412K	Buy	2,326 +107	+5%	+$19K	0.03%	78
2013 Q2	$405K	Buy	+2,219	New	+$405K	0.03%	76