AWM
Activest Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Sell |
438
-6
| -1% | -$1.77K | 0.03% | 125 |
|
|
2025
Q1 | $110K | Buy |
444
+189
| +74% | +$47K | 0.03% | 126 |
|
|
2024
Q4 | $56K | Buy |
255
+7
| +3% | +$1.54K | 0.02% | 161 |
|
|
2024
Q3 | $54.9K | Buy |
248
+2
| +0.8% | +$442 | 0.02% | 163 |
|
|
2024
Q2 | $42.6K | Buy |
246
+2
| +0.8% | +$346 | 0.01% | 184 |
|
|
2024
Q1 | $46.5K | Buy |
+244
| New | +$46.5K | 0.02% | 120 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 408 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 409 |
|
|
2023
Q2 | – | Sell |
-40
| Closed | -$5.13K | – | 342 |
|
|
2023
Q1 | $5.13K | Buy |
+40
| New | +$5.13K | ﹤0.01% | 209 |
|
|
2022
Q3 | – | Sell |
-39
| Closed | -$5K | – | 517 |
|
|
2022
Q2 | $5K | Buy |
39
+1
| +3% | +$128 | ﹤0.01% | 254 |
|
|
2022
Q1 | $5K | Hold |
38
| – | – | ﹤0.01% | 255 |
|
|
2021
Q4 | $5K | Buy |
38
+35
| +1,167% | +$4.61K | ﹤0.01% | 255 |
|
|
2021
Q3 | $1K | Sell |
3
-541
| -99% | -$180K | ﹤0.01% | 349 |
|
|
2021
Q2 | $80K | Sell |
544
-16
| -3% | -$2.35K | 0.06% | 80 |
|
|
2021
Q1 | $75K | Buy |
+560
| New | +$75K | 0.06% | 81 |
|