AWM
AllSquare Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Hold |
2,209
| – | – | 0.37% | 47 |
|
|
2025
Q1 | $549K | Hold |
2,209
| – | – | 0.33% | 49 |
|
|
2024
Q4 | $486K | Hold |
2,209
| – | – | 0.28% | 55 |
|
|
2024
Q3 | $488K | Hold |
2,209
| – | – | 0.28% | 53 |
|
|
2024
Q2 | $382K | Hold |
2,209
| – | – | 0.23% | 59 |
|
|
2024
Q1 | $422K | Buy |
2,209
+100
| +5% | +$19.1K | 0.25% | 59 |
|
|
2023
Q4 | $345K | Hold |
2,109
| – | – | 0.21% | 69 |
|
|
2023
Q3 | $296K | Hold |
2,109
| – | – | 0.19% | 74 |
|
|
2023
Q2 | $273K | Hold |
2,109
| – | – | 0.18% | 78 |
|
|
2023
Q1 | $277K | Hold |
2,109
| – | – | 0.18% | 78 |
|
|
2022
Q4 | $297K | Hold |
2,109
| – | – | 0.2% | 70 |
|
|
2022
Q3 | $251K | Hold |
2,109
| – | – | 0.18% | 74 |
|
|
2022
Q2 | $298K | Hold |
2,109
| – | – | 0.2% | 66 |
|
|
2022
Q1 | $274K | Buy |
2,109
+50
| +2% | +$6.5K | 0.16% | 82 |
|
|
2021
Q4 | $275K | Sell |
2,059
-25
| -1% | -$3.34K | 0.16% | 79 |
|
|
2021
Q3 | $290K | Sell |
2,084
-225
| -10% | -$31.3K | 0.17% | 73 |
|
|
2021
Q2 | $339K | Buy |
2,309
+117
| +5% | +$17.2K | 0.2% | 67 |
|
|
2021
Q1 | $292K | Buy |
2,192
+120
| +6% | +$16K | 0.18% | 72 |
|
|
2020
Q4 | $261K | Buy |
2,072
+19
| +0.9% | +$2.39K | 0.17% | 71 |
|
|
2020
Q3 | $250K | Buy |
2,053
+20
| +1% | +$2.44K | 0.18% | 66 |
|
|
2020
Q2 | $246K | Buy |
2,033
+18
| +0.9% | +$2.18K | 0.19% | 66 |
|
|
2020
Q1 | $224K | Buy |
2,015
+18
| +0.9% | +$2K | 0.19% | 63 |
|
|
2019
Q4 | $268K | Sell |
1,997
-204
| -9% | -$27.4K | 0.19% | 72 |
|
|
2019
Q3 | $320K | Buy |
2,201
+16
| +0.7% | +$2.33K | 0.24% | 53 |
|
|
2019
Q2 | $301K | Sell |
2,185
-2,318
| -51% | -$319K | 0.22% | 60 |
|
|
2019
Q1 | $635K | Buy |
4,503
+43
| +1% | +$6.06K | 0.48% | 32 |
|
|
2018
Q4 | $507K | Buy |
4,460
+147
| +3% | +$16.7K | 0.42% | 34 |
|
|
2018
Q3 | $652K | Buy |
4,313
+8
| +0.2% | +$1.21K | 0.49% | 32 |
|
|
2018
Q2 | $601K | Buy |
4,305
+95
| +2% | +$13.3K | 0.45% | 32 |
|
|
2018
Q1 | $646K | Buy |
4,210
+63
| +2% | +$9.67K | 0.51% | 28 |
|
|
2017
Q4 | $636K | Buy |
4,147
+34
| +0.8% | +$5.21K | 0.5% | 27 |
|
|
2017
Q3 | $597K | Buy |
+4,113
| New | +$597K | 0.49% | 29 |
|
|
2017
Q2 | – | Sell |
-4,142
| Closed | -$721K | – | 265 |
|
|
2017
Q1 | $721K | Buy |
4,142
+106
| +3% | +$18.5K | 0.63% | 21 |
|
|
2016
Q4 | $670K | Sell |
4,036
-2
| -0% | -$332 | 0.61% | 22 |
|
|
2016
Q3 | $641K | Buy |
4,038
+30
| +0.7% | +$4.76K | 0.62% | 20 |
|
|
2016
Q2 | $608K | Buy |
4,008
+5
| +0.1% | +$758 | 0.61% | 21 |
|
|
2016
Q1 | $606K | Buy |
4,003
+31
| +0.8% | +$4.69K | 0.6% | 25 |
|
|
2015
Q4 | $547K | Sell |
3,972
-413
| -9% | -$56.9K | 0.55% | 26 |
|
|
2015
Q3 | $636K | Buy |
4,385
+29
| +0.7% | +$4.21K | 0.65% | 18 |
|
|
2015
Q2 | $708K | Sell |
4,356
-238
| -5% | -$38.7K | 0.66% | 15 |
|
|
2015
Q1 | $737K | Buy |
4,594
+22
| +0.5% | +$3.53K | 0.7% | 15 |
|
|
2014
Q4 | $734K | Buy |
+4,572
| New | +$734K | 0.72% | 16 |
|