AWM
Accel Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
4,410
+13
| +0.3% | +$3.83K | 0.43% | 62 |
|
|
2025
Q1 | $1.09M | Buy |
4,397
+11
| +0.3% | +$2.74K | 0.4% | 69 |
|
|
2024
Q4 | $964K | Sell |
4,386
-19
| -0.4% | -$4.18K | 0.37% | 72 |
|
|
2024
Q3 | $974K | Sell |
4,405
-21
| -0.5% | -$4.64K | 0.36% | 71 |
|
|
2024
Q2 | $766K | Buy |
+4,426
| New | +$766K | 0.31% | 82 |
|
|
2023
Q2 | – | Sell |
-570
| Closed | -$74.7K | – | 487 |
|
|
2023
Q1 | $74.7K | Sell |
570
-199
| -26% | -$26.1K | 0.03% | 387 |
|
|
2022
Q4 | $108K | Buy |
769
+26
| +3% | +$3.66K | 0.05% | 231 |
|
|
2022
Q3 | $93K | Buy |
743
+3
| +0.4% | +$376 | 0.05% | 261 |
|
|
2022
Q2 | $104K | Buy |
740
+2
| +0.3% | +$281 | 0.06% | 232 |
|
|
2022
Q1 | $96K | Sell |
738
-5
| -0.7% | -$650 | 0.05% | 259 |
|
|
2021
Q4 | $99K | Buy |
743
+207
| +39% | +$24.3K | 0.05% | 260 |
|
|
2021
Q3 | $75K | Sell |
536
-59
| -10% | -$8.16K | 0.05% | 264 |
|
|
2021
Q2 | $87K | Buy |
595
+100
| +20% | +$14.5K | 0.06% | 250 |
|
|
2021
Q1 | $66K | Sell |
495
-49
| -9% | -$6.5K | 0.05% | 270 |
|
|
2020
Q4 | $69K | Buy |
+544
| New | +$69K | 0.06% | 247 |
|