9WM
9258 Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.16M | Buy |
5,237
+212
| +4% | +$46.9K | 0.17% | 111 |
|
|
2024
Q2 | $869K | Sell |
5,025
-128
| -2% | -$22.1K | 0.13% | 133 |
|
|
2024
Q1 | $984K | Buy |
5,153
+2
| +0% | +$382 | 0.15% | 124 |
|
|
2023
Q4 | $842K | Sell |
5,151
-95
| -2% | -$15.5K | 0.15% | 132 |
|
|
2023
Q3 | $736K | Buy |
5,246
+2
| +0% | +$281 | 0.14% | 134 |
|
|
2023
Q2 | $702K | Sell |
5,244
-297
| -5% | -$39.7K | 0.13% | 141 |
|
|
2023
Q1 | $726K | Buy |
5,541
+47
| +0.9% | +$6.16K | 0.15% | 132 |
|
|
2022
Q4 | $774K | Sell |
5,494
-96
| -2% | -$13.5K | 0.17% | 119 |
|
|
2022
Q3 | $664K | Buy |
5,590
+207
| +4% | +$24.6K | 0.17% | 125 |
|
|
2022
Q2 | $760K | Buy |
5,383
+143
| +3% | +$20.2K | 0.19% | 123 |
|
|
2022
Q1 | $681K | Buy |
5,240
+508
| +11% | +$66K | 0.16% | 149 |
|
|
2021
Q4 | $633K | Sell |
4,732
-857
| -15% | -$115K | 0.15% | 154 |
|
|
2021
Q3 | $777K | Sell |
5,589
-122
| -2% | -$17K | 0.21% | 120 |
|
|
2021
Q2 | $837K | Buy |
5,711
+90
| +2% | +$13.2K | 0.23% | 108 |
|
|
2021
Q1 | $749K | Buy |
5,621
+24
| +0.4% | +$3.2K | 0.22% | 115 |
|
|
2020
Q4 | $705K | Sell |
5,597
-131
| -2% | -$16.5K | 0.23% | 114 |
|
|
2020
Q3 | $640K | Buy |
5,728
+35
| +0.6% | +$3.91K | 0.24% | 101 |
|
|
2020
Q2 | $688K | Buy |
5,693
+94
| +2% | +$11.4K | 0.28% | 97 |
|
|
2020
Q1 | $705K | Buy |
5,599
+510
| +10% | +$64.2K | 0.31% | 89 |
|
|
2019
Q4 | $682K | Sell |
5,089
-43
| -0.8% | -$5.76K | 0.25% | 114 |
|
|
2019
Q3 | $746K | Sell |
5,132
-40
| -0.8% | -$5.81K | 0.58% | 57 |
|
|
2019
Q2 | $713K | Buy |
5,172
+150
| +3% | +$20.7K | 0.57% | 56 |
|
|
2019
Q1 | $709K | Buy |
5,022
+201
| +4% | +$28.4K | 0.6% | 54 |
|
|
2018
Q4 | $548K | Buy |
+4,821
| New | +$548K | 0.53% | 64 |
|