McElhenny Sheffield 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 | $1.72M | Hold |
5,849
| – | – | 0.46% | 16 |
|
|
2025
Q1 | $1.45M | Buy |
5,849
+1
| +0% | +$249 | 0.55% | 15 |
|
|
2024
Q4 | $1.29M | Buy |
5,848
+8
| +0.1% | +$1.76K | 0.43% | 18 |
|
|
2024
Q3 | $1.29M | Buy |
5,840
+3
| +0.1% | +$663 | 0.42% | 18 |
|
|
2024
Q2 | $1.01M | Hold |
5,837
| – | – | 0.35% | 20 |
|
|
2024
Q1 | $1.11M | Sell |
5,837
-10
| -0.2% | -$1.91K | 0.4% | 20 |
|
|
2023
Q4 | $956K | Hold |
5,847
| – | – | 0.39% | 24 |
|
|
2023
Q3 | $820K | Sell |
5,847
-2
| -0% | -$281 | 0.42% | 21 |
|
|
2023
Q2 | $783K | Hold |
5,849
| – | – | 0.33% | 29 |
|
|
2023
Q1 | $767K | Buy |
5,849
+26
| +0.4% | +$3.41K | 0.4% | 41 |
|
|
2022
Q4 | $820K | Sell |
5,823
-99
| -2% | -$13.9K | 0.38% | 34 |
|
|
2022
Q3 | $704K | Hold |
5,922
| – | – | 0.54% | 39 |
|
|
2022
Q2 | $836K | Hold |
5,922
| – | – | 0.39% | 33 |
|
|
2022
Q1 | $770K | Buy |
5,922
+39
| +0.7% | +$5.07K | 0.27% | 56 |
|
|
2021
Q4 | $786K | Sell |
5,883
-287
| -5% | -$38.3K | 0.29% | 51 |
|
|
2021
Q3 | $820K | Buy |
+6,170
| New | +$820K | 0.37% | 38 |
|