AWM
Atticus Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
1,027
+575
| +127% | +$170K | 0.08% | 128 |
|
|
2025
Q1 | $112K | Hold |
452
| – | – | 0.04% | 151 |
|
|
2024
Q4 | $99.3K | Sell |
452
-229
| -34% | -$50.3K | 0.03% | 167 |
|
|
2024
Q3 | $151K | Sell |
681
-250
| -27% | -$55.3K | 0.05% | 139 |
|
|
2024
Q2 | $161K | Sell |
931
-571
| -38% | -$98.7K | 0.05% | 128 |
|
|
2024
Q1 | $287K | Sell |
1,502
-778
| -34% | -$149K | 0.09% | 101 |
|
|
2023
Q4 | $373K | Buy |
2,280
+29
| +1% | +$4.74K | 0.13% | 86 |
|
|
2023
Q3 | $316K | Buy |
2,251
+16
| +0.7% | +$2.25K | 0.12% | 99 |
|
|
2023
Q2 | $299K | Sell |
2,235
-87
| -4% | -$11.6K | 0.11% | 103 |
|
|
2023
Q1 | $304K | Sell |
2,322
-525
| -18% | -$68.8K | 0.12% | 100 |
|
|
2022
Q4 | $401K | Sell |
2,847
-38
| -1% | -$5.35K | 0.16% | 86 |
|
|
2022
Q3 | $407K | Hold |
2,885
| – | – | 0.2% | 70 |
|
|
2022
Q2 | $407K | Buy |
2,885
+704
| +32% | +$99.3K | 0.17% | 84 |
|
|
2022
Q1 | $284K | Buy |
2,181
+1,441
| +195% | +$188K | 0.1% | 120 |
|
|
2021
Q4 | $99K | Buy |
+740
| New | +$99K | 0.04% | 171 |
|
|
2020
Q2 | – | Sell |
-600
| Closed | -$67K | – | 302 |
|
|
2020
Q1 | $67K | Buy |
600
+200
| +50% | +$22.3K | 0.05% | 151 |
|
|
2019
Q4 | $54K | Buy |
+400
| New | +$54K | 0.03% | 173 |
|