Marietta 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
Q3 | $586K | Hold |
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|
2025
Q2 | $612K | Hold |
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|
2025
Q1 | $516K | Sell |
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|
2024
Q4 | $461K | Buy |
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|
2024
Q3 | $459K | Hold |
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $396K | Hold |
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|
2023
Q4 | $340K | Hold |
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $272K | Hold |
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|
2022
Q4 | $292K | Hold |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $293K | Hold |
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|
2022
Q1 | $270K | Hold |
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|
2021
Q4 | $277K | Sell |
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|
2021
Q3 | $288K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $436K | Sell |
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|
2020
Q1 | $446K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $219K | Sell |
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|
2017
Q2 | $1.05M | Buy |
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|
2017
Q1 | $1.16M | Sell |
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|
2016
Q4 | $1.11M | Buy |
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