AW
Atlas Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Buy |
17,475
+118
| +0.7% | +$34.4K | 1.86% | 17 |
|
|
2025
Q1 | $4.32M | Sell |
17,357
-1,178
| -6% | -$293K | 1.68% | 20 |
|
|
2024
Q4 | $4.07M | Hold |
18,535
| – | – | 1.54% | 22 |
|
|
2024
Q3 | $4.1M | Sell |
18,535
-18,669
| -50% | -$4.13M | 1.77% | 15 |
|
|
2024
Q2 | $6.54M | Buy |
37,204
+18,507
| +99% | +$3.25M | 0.77% | 36 |
|
|
2024
Q1 | $3.57M | Sell |
18,697
-5
| -0% | -$955 | 1.74% | 17 |
|
|
2023
Q4 | $2.62M | Hold |
18,702
| – | – | 1.43% | 17 |
|
|
2023
Q3 | $2.62M | Sell |
18,702
-275
| -1% | -$38.6K | 0.49% | 46 |
|
|
2023
Q2 | $2.57M | Sell |
18,977
-25
| -0.1% | -$3.38K | 0.47% | 47 |
|
|
2023
Q1 | $2.49M | Sell |
19,002
-371
| -2% | -$48.6K | 0.49% | 48 |
|
|
2022
Q4 | $2.73M | Buy |
+19,373
| New | +$2.73M | 0.74% | 32 |
|