Smallwood Wealth Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.45M | Hold |
5,831
| – | – | 0.91% | 23 |
|
|
2024
Q4 | $1.28M | Hold |
5,831
| – | – | 0.87% | 24 |
|
|
2024
Q3 | $1.29M | Hold |
5,831
| – | – | 0.92% | 20 |
|
|
2024
Q2 | $1.01M | Hold |
5,831
| – | – | 0.78% | 25 |
|
|
2024
Q1 | $1.11M | Buy |
5,831
+50
| +0.9% | +$9.55K | 0.86% | 23 |
|
|
2023
Q4 | $946K | Hold |
5,781
| – | – | 0.78% | 25 |
|
|
2023
Q3 | $811K | Hold |
5,781
| – | – | 0.74% | 28 |
|
|
2023
Q2 | $774K | Buy |
5,781
+2,249
| +64% | +$301K | 0.69% | 29 |
|
|
2023
Q1 | $463K | Buy |
3,532
+4
| +0.1% | +$524 | 0.44% | 36 |
|
|
2022
Q4 | $497K | Sell |
3,528
-439
| -11% | -$61.9K | 0.42% | 42 |
|
|
2022
Q3 | $471K | Buy |
3,967
+431
| +12% | +$51.2K | 0.42% | 45 |
|
|
2022
Q2 | $499K | Sell |
3,536
-600
| -15% | -$84.7K | 0.51% | 36 |
|
|
2022
Q1 | $538K | Buy |
4,136
+135
| +3% | +$17.6K | 0.51% | 32 |
|
|
2021
Q4 | $535K | Buy |
+4,001
| New | +$535K | 0.5% | 34 |
|