Oakworth Capital’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 | $752K | Hold |
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|
2025
Q2 | $786K | Hold |
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|
2025
Q1 | $663K | Buy |
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|
2024
Q4 | $505K | Buy |
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|
2024
Q3 | $507K | Buy |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $334K | Sell |
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $318K | Buy |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $352K | Sell |
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|
2021
Q4 | $393K | Sell |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $408K | Sell |
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|
2021
Q1 | $384K | Buy |
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|
2020
Q4 | $273K | Buy |
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|
2020
Q3 | $204K | Hold |
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|
2020
Q2 | $202K | Hold |
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|
2020
Q1 | $185K | Hold |
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|
2019
Q4 | $226K | Hold |
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|
2019
Q3 | $243K | Sell |
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|
2019
Q2 | $286K | Buy |
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|
2019
Q1 | $291K | Sell |
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|
2018
Q4 | $262K | Sell |
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|
2018
Q3 | $454K | Sell |
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|
2018
Q2 | $558K | Sell |
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|
2018
Q1 | $608K | Buy |
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|
2017
Q4 | $561K | Sell |
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|
2017
Q3 | $896K | Hold |
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|
2017
Q2 | $964K | Sell |
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|
2017
Q1 | $1.1M | Sell |
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|
2016
Q4 | $1.13M | Buy |
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|
2016
Q3 | $1.08M | Sell |
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|
2016
Q2 | $1.28M | Buy |
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|
2016
Q1 | $1.18M | Buy |
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|
2015
Q4 | $1.05M | Buy |
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|
2015
Q3 | $228K | Hold |
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|
2015
Q2 | $254K | Sell |
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|
2015
Q1 | $290K | Buy |
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|
2014
Q4 | $267K | Hold |
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|
2014
Q3 | $319K | Sell |
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|
2014
Q2 | $319K | Hold |
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|
2014
Q1 | $339K | Buy |
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|
2013
Q4 | $311K | Buy |
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