SMART Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
8,181
+4,807
| +142% | +$1.42M | 0.76% | 44 |
|
|
2025
Q1 | $839K | Sell |
3,374
-204
| -6% | -$50.7K | 0.3% | 78 |
|
|
2024
Q4 | $787K | Sell |
3,578
-265
| -7% | -$58.3K | 0.28% | 86 |
|
|
2024
Q3 | $850K | Sell |
3,843
-295
| -7% | -$65.2K | 0.33% | 66 |
|
|
2024
Q2 | $716K | Buy |
4,138
+244
| +6% | +$42.2K | 0.29% | 64 |
|
|
2024
Q1 | $744K | Buy |
3,894
+384
| +11% | +$73.3K | 0.34% | 58 |
|
|
2023
Q4 | $574K | Buy |
3,510
+82
| +2% | +$13.4K | 0.31% | 43 |
|
|
2023
Q3 | $481K | Buy |
3,428
+11
| +0.3% | +$1.54K | 0.36% | 48 |
|
|
2023
Q2 | $457K | Sell |
3,417
-31
| -0.9% | -$4.15K | 0.35% | 50 |
|
|
2023
Q1 | $452K | Buy |
3,448
+20
| +0.6% | +$2.62K | 0.4% | 46 |
|
|
2022
Q4 | $483K | Buy |
+3,428
| New | +$483K | 0.36% | 52 |
|