AWS
AJ Wealth Strategies’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $277K | Buy |
2,068
+93
| +5% | +$12.4K | 0.01% | 249 |
|
|
2023
Q1 | $259K | Buy |
1,975
+5
| +0.3% | +$656 | 0.01% | 246 |
|
|
2022
Q4 | $278K | Hold |
1,970
| – | – | 0.01% | 245 |
|
|
2022
Q3 | $234K | Buy |
1,970
+10
| +0.5% | +$1.19K | 0.01% | 264 |
|
|
2022
Q2 | $277K | Hold |
1,960
| – | – | 0.01% | 247 |
|
|
2022
Q1 | $255K | Sell |
1,960
-60
| -3% | -$7.81K | 0.01% | 273 |
|
|
2021
Q4 | $270K | Buy |
2,020
+1
| +0% | +$134 | 0.01% | 257 |
|
|
2021
Q3 | $280K | Buy |
2,019
+3
| +0.1% | +$416 | 0.02% | 245 |
|
|
2021
Q2 | $296K | Buy |
2,016
+17
| +0.9% | +$2.5K | 0.02% | 229 |
|
|
2021
Q1 | $266K | Buy |
1,999
+1
| +0.1% | +$133 | 0.02% | 225 |
|
|
2020
Q4 | $252K | Hold |
1,998
| – | – | 0.02% | 204 |
|
|
2020
Q3 | $243K | Buy |
+1,998
| New | +$243K | 0.02% | 189 |
|