Wedmont Private Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Buy |
13,065
+1,112
| +9% | +$323K | 0.16% | 78 |
|
|
2025
Q1 | $2.81M | Buy |
11,953
+558
| +5% | +$131K | 0.14% | 84 |
|
|
2024
Q4 | $2.5M | Buy |
11,395
+1,041
| +10% | +$229K | 0.13% | 93 |
|
|
2024
Q3 | $2.35M | Buy |
10,354
+647
| +7% | +$147K | 0.13% | 90 |
|
|
2024
Q2 | $1.77M | Buy |
9,707
+334
| +4% | +$61.1K | 0.11% | 107 |
|
|
2024
Q1 | $1.77M | Buy |
9,373
+920
| +11% | +$174K | 0.13% | 100 |
|
|
2023
Q4 | $1.36M | Buy |
8,453
+1,576
| +23% | +$254K | 0.11% | 116 |
|
|
2023
Q3 | $978K | Buy |
6,877
+1,300
| +23% | +$185K | 0.1% | 130 |
|
|
2023
Q2 | $744K | Buy |
5,577
+691
| +14% | +$92.2K | 0.08% | 171 |
|
|
2023
Q1 | $640K | Sell |
4,886
-1,346
| -22% | -$176K | 0.08% | 179 |
|
|
2022
Q4 | $896K | Buy |
6,232
+1,117
| +22% | +$161K | 0.13% | 122 |
|
|
2022
Q3 | $608K | Buy |
5,115
+135
| +3% | +$16K | 0.12% | 133 |
|
|
2022
Q2 | $703K | Buy |
4,980
+1,827
| +58% | +$258K | 0.15% | 107 |
|
|
2022
Q1 | $411K | Buy |
3,153
+160
| +5% | +$20.9K | 0.09% | 169 |
|
|
2021
Q4 | $403K | Buy |
+2,993
| New | +$403K | 0.12% | 135 |
|