Smith Shellnut Wilson’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 | $809K | Buy |
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|
2025
Q2 | $838K | Hold |
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|
2025
Q1 | $707K | Buy |
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|
2024
Q4 | $599K | Buy |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $436K | Hold |
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|
2024
Q1 | $482K | Hold |
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|
2023
Q4 | $413K | Sell |
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|
2023
Q3 | $442K | Sell |
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|
2023
Q2 | $487K | Sell |
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|
2023
Q1 | $480K | Hold |
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $443K | Buy |
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|
2022
Q2 | $507K | Sell |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $492K | Sell |
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|
2021
Q3 | $562K | Buy |
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|
2021
Q2 | $570K | Buy |
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|
2021
Q1 | $385K | Buy |
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|
2020
Q4 | $273K | Hold |
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|
2020
Q3 | $263 | Buy |
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|
2020
Q2 | $247K | Hold |
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|
2020
Q1 | $227K | Hold |
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|
2019
Q4 | $275K | Hold |
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|
2019
Q3 | $298K | Hold |
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|
2019
Q2 | $282K | Hold |
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|
2019
Q1 | $289K | Hold |
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|
2018
Q4 | $233K | Hold |
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|
2018
Q3 | $310K | Buy |
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|
2018
Q1 | $314K | Hold |
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|
2017
Q4 | $314K | Hold |
|
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|
2017
Q3 | $297K | Hold |
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|
2017
Q2 | $311K | Hold |
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|
2017
Q1 | $357K | Hold |
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|
2016
Q4 | $340K | Buy |
|