AWM
Accurate Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
6,653
+886
| +15% | +$255K | 0.29% | 85 |
|
|
2025
Q1 | $1.36M | Buy |
5,767
+607
| +12% | +$143K | 0.26% | 92 |
|
|
2024
Q4 | $1.13M | Buy |
5,160
+111
| +2% | +$24.4K | 0.22% | 108 |
|
|
2024
Q3 | $1.18M | Buy |
5,049
+195
| +4% | +$45.4K | 0.24% | 102 |
|
|
2024
Q2 | $888K | Sell |
4,854
-252
| -5% | -$46.1K | 0.21% | 101 |
|
|
2024
Q1 | $927K | Sell |
5,106
-188
| -4% | -$34.1K | 0.27% | 84 |
|
|
2023
Q4 | $859K | Buy |
5,294
+305
| +6% | +$49.5K | 0.27% | 84 |
|
|
2023
Q3 | $700K | Sell |
4,989
-380
| -7% | -$53.3K | 0.22% | 101 |
|
|
2023
Q2 | $716K | Sell |
5,369
-403
| -7% | -$53.8K | 0.22% | 98 |
|
|
2023
Q1 | $756K | Buy |
5,772
+122
| +2% | +$16K | 0.26% | 90 |
|
|
2022
Q4 | $818K | Buy |
5,650
+877
| +18% | +$127K | 0.3% | 68 |
|
|
2022
Q3 | $580K | Buy |
4,773
+134
| +3% | +$16.3K | 0.24% | 78 |
|
|
2022
Q2 | $654K | Buy |
4,639
+801
| +21% | +$113K | 0.36% | 61 |
|
|
2022
Q1 | $499K | Buy |
3,838
+831
| +28% | +$108K | 0.22% | 88 |
|
|
2021
Q4 | $411K | Sell |
3,007
-89
| -3% | -$12.2K | 0.34% | 81 |
|
|
2021
Q3 | $434K | Buy |
3,096
+197
| +7% | +$27.6K | 0.38% | 78 |
|
|
2021
Q2 | $425K | Buy |
+2,899
| New | +$425K | 0.37% | 70 |
|