Smallwood Wealth Investment 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 | $1.65M | Hold |
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|
2025
Q2 | $1.72M | Hold |
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|
2025
Q1 | $1.45M | Hold |
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|
2024
Q4 | $1.28M | Hold |
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|
2024
Q3 | $1.29M | Hold |
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|
2024
Q2 | $1.01M | Hold |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $946K | Hold |
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|
2023
Q3 | $811K | Hold |
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|
2023
Q2 | $774K | Buy |
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|
2023
Q1 | $463K | Buy |
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|
2022
Q4 | $497K | Sell |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $538K | Buy |
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|
2021
Q4 | $535K | Buy |
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