Smith Salley Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Sell |
14,057
-290
| -2% | -$85.5K | 0.24% | 72 |
|
|
2025
Q1 | $3.57M | Buy |
14,347
+5,053
| +54% | +$1.26M | 0.23% | 73 |
|
|
2024
Q4 | $2.04M | Buy |
9,294
+121
| +1% | +$26.6K | 0.13% | 104 |
|
|
2024
Q3 | $2.03M | Buy |
9,173
+191
| +2% | +$42.2K | 0.13% | 106 |
|
|
2024
Q2 | $1.55M | Buy |
8,982
+160
| +2% | +$27.7K | 0.11% | 108 |
|
|
2024
Q1 | $1.68M | Buy |
8,822
+5,707
| +183% | +$1.09M | 0.13% | 103 |
|
|
2023
Q4 | $509K | Sell |
3,115
-471
| -13% | -$77K | 0.03% | 177 |
|
|
2023
Q3 | $503K | Buy |
3,586
+806
| +29% | +$113K | 0.04% | 173 |
|
|
2023
Q2 | $372K | Sell |
2,780
-801
| -22% | -$107K | 0.03% | 184 |
|
|
2023
Q1 | $469K | Buy |
3,581
+1,253
| +54% | +$164K | 0.04% | 177 |
|
|
2022
Q4 | $328K | Hold |
2,328
| – | – | 0.03% | 186 |
|
|
2022
Q3 | $277K | Sell |
2,328
-54
| -2% | -$6.43K | 0.03% | 193 |
|
|
2022
Q2 | $336K | Sell |
2,382
-113
| -5% | -$15.9K | 0.03% | 186 |
|
|
2022
Q1 | $324K | Sell |
2,495
-25
| -1% | -$3.25K | 0.02% | 200 |
|
|
2021
Q4 | $337K | Sell |
2,520
-560
| -18% | -$74.9K | 0.02% | 206 |
|
|
2021
Q3 | $409K | Sell |
3,080
-356
| -10% | -$47.3K | 0.03% | 194 |
|
|
2021
Q2 | $482K | Buy |
3,436
+669
| +24% | +$93.8K | 0.04% | 185 |
|
|
2021
Q1 | $352K | Sell |
2,767
-89
| -3% | -$11.3K | 0.03% | 198 |
|
|
2020
Q4 | $344K | Buy |
2,856
+9
| +0.3% | +$1.08K | 0.03% | 181 |
|
|
2020
Q3 | $331K | Sell |
2,847
-298
| -9% | -$34.6K | 0.04% | 156 |
|
|
2020
Q2 | $363K | Buy |
+3,145
| New | +$363K | 0.05% | 144 |
|
|
2020
Q1 | – | Sell |
-32,280
| Closed | -$4.14M | – | 192 |
|
|
2019
Q4 | $4.14M | Sell |
32,280
-1,756
| -5% | -$225K | 0.55% | 57 |
|
|
2019
Q3 | $4.73M | Buy |
34,036
+1,220
| +4% | +$170K | 0.67% | 49 |
|
|
2019
Q2 | $4.33M | Buy |
32,816
+404
| +1% | +$53.3K | 0.65% | 51 |
|
|
2019
Q1 | $4.37M | Buy |
32,412
+10,823
| +50% | +$1.46M | 0.7% | 53 |
|
|
2018
Q4 | $2.35M | Sell |
21,589
-7,263
| -25% | -$789K | 0.43% | 72 |
|
|
2018
Q3 | $4.17M | Sell |
28,852
-1,427
| -5% | -$206K | 0.66% | 54 |
|
|
2018
Q2 | $4.04M | Buy |
30,279
+354
| +1% | +$47.3K | 0.69% | 53 |
|
|
2018
Q1 | $4.39M | Buy |
29,925
+13,706
| +85% | +$2.01M | 0.79% | 48 |
|
|
2017
Q4 | $2.38M | Buy |
16,219
+12,653
| +355% | +$1.86M | 0.43% | 73 |
|
|
2017
Q3 | $495K | Sell |
3,566
-1,383
| -28% | -$192K | 0.09% | 116 |
|
|
2017
Q2 | $728K | Hold |
4,949
| – | – | 0.15% | 105 |
|
|
2017
Q1 | $824K | Sell |
4,949
-1
| -0% | -$166 | 0.17% | 102 |
|
|
2016
Q4 | $785K | Buy |
4,950
+49
| +1% | +$7.77K | 0.16% | 99 |
|
|
2016
Q3 | $744K | Sell |
4,901
-339
| -6% | -$51.5K | 0.17% | 98 |
|
|
2016
Q2 | $761K | Buy |
5,240
+399
| +8% | +$57.9K | 0.18% | 99 |
|
|
2016
Q1 | $701K | Sell |
4,841
-223
| -4% | -$32.3K | 0.18% | 101 |
|
|
2015
Q4 | $666K | Sell |
5,064
-328
| -6% | -$43.1K | 0.17% | 110 |
|
|
2015
Q3 | $748K | Sell |
5,392
-67
| -1% | -$9.3K | 0.2% | 100 |
|
|
2015
Q2 | $849K | Sell |
5,459
-825
| -13% | -$128K | 0.22% | 99 |
|
|
2015
Q1 | $964K | Sell |
6,284
-59
| -0.9% | -$9.05K | 0.25% | 99 |
|
|
2014
Q4 | $973K | Sell |
6,343
-337
| -5% | -$51.7K | 0.25% | 100 |
|
|
2014
Q3 | $1.21M | Sell |
6,680
-411
| -6% | -$74.6K | 0.32% | 93 |
|
|
2014
Q2 | $1.23M | Buy |
7,091
+1,819
| +35% | +$315K | 0.33% | 93 |
|
|
2014
Q1 | $970K | Buy |
5,272
+637
| +14% | +$117K | 0.61% | 52 |
|
|
2013
Q4 | $831K | Buy |
4,635
+21
| +0.5% | +$3.77K | 0.54% | 50 |
|
|
2013
Q3 | $817K | Buy |
4,614
+103
| +2% | +$18.2K | 0.66% | 46 |
|
|
2013
Q2 | $824K | Buy |
+4,511
| New | +$824K | 0.66% | 50 |
|