Smith Salley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.98M | Buy |
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|
2025
Q2 | $4.14M | Sell |
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|
2025
Q1 | $3.57M | Buy |
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|
2024
Q4 | $2.04M | Buy |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $509K | Sell |
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|
2023
Q3 | $503K | Buy |
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|
2023
Q2 | $372K | Sell |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $324K | Sell |
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|
2021
Q4 | $337K | Sell |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $482K | Buy |
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|
2021
Q1 | $352K | Sell |
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|
2020
Q4 | $344K | Buy |
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|
2020
Q3 | $331K | Sell |
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|
2020
Q2 | $363K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.14M | Sell |
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|
2019
Q3 | $4.73M | Buy |
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|
2019
Q2 | $4.33M | Buy |
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|
2019
Q1 | $4.37M | Buy |
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|
2018
Q4 | $2.35M | Sell |
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|
2018
Q3 | $4.17M | Sell |
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|
2018
Q2 | $4.04M | Buy |
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|
2018
Q1 | $4.39M | Buy |
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|
2017
Q4 | $2.38M | Buy |
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|
2017
Q3 | $495K | Sell |
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|
2017
Q2 | $728K | Hold |
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|
2017
Q1 | $824K | Sell |
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|
2016
Q4 | $785K | Buy |
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|
2016
Q3 | $744K | Sell |
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|
2016
Q2 | $761K | Buy |
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|
2016
Q1 | $701K | Sell |
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|
2015
Q4 | $666K | Sell |
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|
2015
Q3 | $748K | Sell |
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|
2015
Q2 | $849K | Sell |
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|
2015
Q1 | $964K | Sell |
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|
2014
Q4 | $973K | Sell |
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|
2014
Q3 | $1.21M | Sell |
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|
2014
Q2 | $1.23M | Buy |
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|
2014
Q1 | $970K | Buy |
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|
2013
Q4 | $831K | Buy |
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|
2013
Q3 | $817K | Buy |
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|
2013
Q2 | $824K | Buy |
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