Robinson Smith Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Hold |
1,591
| – | – | 0.37% | 47 |
|
|
2025
Q1 | $396K | Buy |
1,591
+200
| +14% | +$49.7K | 0.33% | 56 |
|
|
2024
Q4 | $306K | Hold |
1,391
| – | – | 0.26% | 61 |
|
|
2024
Q3 | $308K | Sell |
1,391
-197
| -12% | -$43.6K | 0.26% | 65 |
|
|
2024
Q2 | $275K | Sell |
1,588
-93
| -6% | -$16.1K | 0.24% | 72 |
|
|
2024
Q1 | $321K | Sell |
1,681
-7
| -0.4% | -$1.34K | 0.31% | 62 |
|
|
2023
Q4 | $276K | Buy |
+1,688
| New | +$276K | 0.27% | 70 |
|