SSW
Smith Shellnut Wilson’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Hold |
2,842
| – | – | 0.36% | 56 |
|
|
2025
Q1 | $707K | Buy |
2,842
+117
| +4% | +$29.1K | 0.32% | 57 |
|
|
2024
Q4 | $599K | Buy |
2,725
+197
| +8% | +$43.3K | 0.27% | 64 |
|
|
2024
Q3 | $559K | Buy |
2,528
+5
| +0.2% | +$1.11K | 0.25% | 67 |
|
|
2024
Q2 | $436K | Hold |
2,523
| – | – | 0.21% | 77 |
|
|
2024
Q1 | $482K | Hold |
2,523
| – | – | 0.26% | 69 |
|
|
2023
Q4 | $413K | Sell |
2,523
-624
| -20% | -$102K | 0.24% | 77 |
|
|
2023
Q3 | $442K | Sell |
3,147
-491
| -13% | -$68.9K | 0.27% | 63 |
|
|
2023
Q2 | $487K | Sell |
3,638
-20
| -0.5% | -$2.68K | 0.27% | 64 |
|
|
2023
Q1 | $480K | Hold |
3,658
| – | – | 0.29% | 62 |
|
|
2022
Q4 | $515K | Sell |
3,658
-72
| -2% | -$10.1K | 0.32% | 59 |
|
|
2022
Q3 | $443K | Buy |
3,730
+141
| +4% | +$16.7K | 0.29% | 60 |
|
|
2022
Q2 | $507K | Sell |
3,589
-43
| -1% | -$6.07K | 0.31% | 57 |
|
|
2022
Q1 | $472K | Sell |
3,632
-49
| -1% | -$6.37K | 0.25% | 73 |
|
|
2021
Q4 | $492K | Sell |
3,681
-363
| -9% | -$48.5K | 0.24% | 81 |
|
|
2021
Q3 | $562K | Buy |
4,044
+155
| +4% | +$21.5K | 0.33% | 56 |
|
|
2021
Q2 | $570K | Buy |
3,889
+1,000
| +35% | +$147K | 0.33% | 58 |
|
|
2021
Q1 | $385K | Buy |
2,889
+724
| +33% | +$96.5K | 0.24% | 81 |
|
|
2020
Q4 | $273K | Hold |
2,165
| – | – | 0.16% | 102 |
|
|
2020
Q3 | $263 | Buy |
2,165
+117
| +6% | +$14 | 0.1% | 104 |
|
|
2020
Q2 | $247K | Hold |
2,048
| – | – | 0.18% | 93 |
|
|
2020
Q1 | $227K | Hold |
2,048
| – | – | 0.19% | 90 |
|
|
2019
Q4 | $275K | Hold |
2,048
| – | – | 0.18% | 106 |
|
|
2019
Q3 | $298K | Hold |
2,048
| – | – | 0.22% | 93 |
|
|
2019
Q2 | $282K | Hold |
2,048
| – | – | 0.21% | 94 |
|
|
2019
Q1 | $289K | Hold |
2,048
| – | – | 0.23% | 92 |
|
|
2018
Q4 | $233K | Hold |
2,048
| – | – | 0.25% | 92 |
|
|
2018
Q3 | $310K | Buy |
+2,048
| New | +$310K | 0.28% | 72 |
|
|
2018
Q1 | $314K | Hold |
2,048
| – | – | 0.27% | 63 |
|
|
2017
Q4 | $314K | Hold |
2,048
| – | – | 0.27% | 79 |
|
|
2017
Q3 | $297K | Hold |
2,048
| – | – | 0.26% | 82 |
|
|
2017
Q2 | $311K | Hold |
2,048
| – | – | 0.32% | 69 |
|
|
2017
Q1 | $357K | Hold |
2,048
| – | – | 0.33% | 68 |
|
|
2016
Q4 | $340K | Buy |
+2,048
| New | +$340K | 0.33% | 68 |
|