Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $206K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $221K | Buy |
|
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|
2016
Q4 | $207K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $274K | Buy |
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|
2015
Q3 | $285K | Buy |
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|
2015
Q2 | $284K | Buy |
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|
2015
Q1 | $245K | Sell |
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|
2014
Q4 | $287K | Buy |
|
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|
2014
Q3 | $322K | Hold |
|
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|
2014
Q2 | $308K | Sell |
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|
2014
Q1 | $338K | Buy |
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|
2013
Q4 | $319K | Sell |
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|
2013
Q3 | $316K | Sell |
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|
2013
Q2 | $332K | Buy |
|