Marietta Wealth 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 | $612K | Hold |
2,076
| – | – | 0.08% | 93 |
|
|
2025
Q1 | $516K | Sell |
2,076
-19
| -0.9% | -$4.73K | 0.08% | 93 |
|
|
2024
Q4 | $461K | Buy |
2,095
+19
| +0.9% | +$4.18K | 0.07% | 95 |
|
|
2024
Q3 | $459K | Hold |
2,076
| – | – | 0.07% | 94 |
|
|
2024
Q2 | $359K | Hold |
2,076
| – | – | 0.06% | 100 |
|
|
2024
Q1 | $396K | Hold |
2,076
| – | – | 0.07% | 95 |
|
|
2023
Q4 | $340K | Hold |
2,076
| – | – | 0.06% | 98 |
|
|
2023
Q3 | $291K | Hold |
2,076
| – | – | 0.06% | 96 |
|
|
2023
Q2 | $278K | Hold |
2,076
| – | – | 0.05% | 102 |
|
|
2023
Q1 | $272K | Hold |
2,076
| – | – | 0.06% | 102 |
|
|
2022
Q4 | $292K | Hold |
2,076
| – | – | 0.07% | 102 |
|
|
2022
Q3 | $247K | Hold |
2,076
| – | – | 0.06% | 100 |
|
|
2022
Q2 | $293K | Hold |
2,076
| – | – | 0.07% | 102 |
|
|
2022
Q1 | $270K | Hold |
2,076
| – | – | 0.06% | 104 |
|
|
2021
Q4 | $277K | Sell |
2,076
-95
| -4% | -$12.7K | 0.06% | 110 |
|
|
2021
Q3 | $288K | Buy |
+2,171
| New | +$288K | 0.06% | 107 |
|
|
2020
Q3 | – | Sell |
-3,774
| Closed | -$436K | – | 108 |
|
|
2020
Q2 | $436K | Sell |
3,774
-431
| -10% | -$49.8K | 0.15% | 90 |
|
|
2020
Q1 | $446K | Buy |
+4,205
| New | +$446K | 0.17% | 89 |
|
|
2017
Q4 | – | Sell |
-1,577
| Closed | -$219K | – | 116 |
|
|
2017
Q3 | $219K | Sell |
1,577
-5,558
| -78% | -$772K | 0.12% | 111 |
|
|
2017
Q2 | $1.05M | Buy |
7,135
+161
| +2% | +$23.7K | 0.64% | 61 |
|
|
2017
Q1 | $1.16M | Sell |
6,974
-30
| -0.4% | -$4.99K | 0.77% | 55 |
|
|
2016
Q4 | $1.11M | Buy |
+7,004
| New | +$1.11M | 0.89% | 47 |
|