AEPWM
Atlantic Edge Private Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
9,148
+41
| +0.5% | +$12.1K | 0.74% | 39 |
|
|
2025
Q1 | $2.26M | Sell |
9,107
-19
| -0.2% | -$4.73K | 0.69% | 39 |
|
|
2024
Q4 | $2.01M | Buy |
9,126
+126
| +1% | +$27.7K | 0.62% | 43 |
|
|
2024
Q3 | $1.99M | Buy |
9,000
+402
| +5% | +$88.9K | 0.61% | 42 |
|
|
2024
Q2 | $1.49M | Buy |
8,598
+504
| +6% | +$87.2K | 0.5% | 53 |
|
|
2024
Q1 | $1.55M | Buy |
8,094
+990
| +14% | +$189K | 0.53% | 47 |
|
|
2023
Q4 | $1.16M | Buy |
+7,104
| New | +$1.16M | 0.47% | 58 |
|