AWS
Arkfeld Wealth Strategies’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
5,849
+20
| +0.3% | +$5.85K | 0.68% | 27 |
|
|
2025
Q1 | $1.37M | Sell |
5,829
-29
| -0.5% | -$6.82K | 0.59% | 34 |
|
|
2024
Q4 | $1.27M | Buy |
5,858
+21
| +0.4% | +$4.57K | 0.58% | 32 |
|
|
2024
Q3 | $1.32M | Sell |
5,837
-251
| -4% | -$56.7K | 0.64% | 32 |
|
|
2024
Q2 | $1.08M | Buy |
6,088
+86
| +1% | +$15.3K | 0.55% | 36 |
|
|
2024
Q1 | $1.12M | Buy |
6,002
+1,303
| +28% | +$242K | 0.61% | 34 |
|
|
2023
Q4 | $752K | Buy |
4,699
+26
| +0.6% | +$4.16K | 0.49% | 39 |
|
|
2023
Q3 | $664K | Buy |
4,673
+50
| +1% | +$7.11K | 0.48% | 36 |
|
|
2023
Q2 | $614K | Buy |
4,623
+1,204
| +35% | +$160K | 0.45% | 35 |
|
|
2023
Q1 | $446K | Buy |
3,419
+215
| +7% | +$28K | 0.32% | 42 |
|
|
2022
Q4 | $464K | Sell |
3,204
-1,131
| -26% | -$164K | 0.31% | 47 |
|
|
2022
Q3 | $520K | Buy |
4,335
+253
| +6% | +$30.3K | 0.36% | 44 |
|
|
2022
Q2 | $573K | Buy |
4,082
+90
| +2% | +$12.6K | 0.38% | 42 |
|
|
2022
Q1 | $503K | Buy |
3,992
+176
| +5% | +$22.2K | 0.33% | 45 |
|
|
2021
Q4 | $514K | Buy |
3,816
+1,225
| +47% | +$165K | 0.31% | 46 |
|
|
2021
Q3 | $371K | Sell |
2,591
-50
| -2% | -$7.16K | 0.22% | 56 |
|
|
2021
Q2 | $369K | Hold |
2,641
| – | – | 0.22% | 55 |
|
|
2021
Q1 | $355K | Buy |
2,641
+353
| +15% | +$47.5K | 0.23% | 57 |
|
|
2020
Q4 | $294K | Buy |
2,288
+275
| +14% | +$35.3K | 0.23% | 60 |
|
|
2020
Q3 | $243K | Buy |
2,013
+125
| +7% | +$15.1K | 0.23% | 55 |
|
|
2020
Q2 | $228K | Buy |
+1,888
| New | +$228K | 0.25% | 52 |
|