AWM
Ariadne Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
1,938
+126
| +7% | +$30.5K | 0.22% | 98 |
|
|
2025
Q1 | $455K | Sell |
1,812
-212
| -10% | -$53.2K | 0.24% | 93 |
|
|
2024
Q4 | $508K | Buy |
2,024
+243
| +14% | +$61K | 0.23% | 84 |
|
|
2024
Q3 | $381K | Sell |
1,781
-250
| -12% | -$53.4K | 0.21% | 100 |
|
|
2024
Q2 | $351K | Buy |
+2,031
| New | +$351K | 0.27% | 85 |
|