AWM
Axxcess Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
42,649
+21,518
| +102% | +$6.34M | 0.29% | 71 |
|
|
2025
Q1 | $5.25M | Buy |
21,131
+2,150
| +11% | +$535K | 0.14% | 128 |
|
|
2024
Q4 | $4.17M | Buy |
18,981
+1,315
| +7% | +$289K | 0.1% | 153 |
|
|
2024
Q3 | $3.91M | Buy |
17,666
+1,705
| +11% | +$377K | 0.1% | 161 |
|
|
2024
Q2 | $2.76M | Sell |
15,961
-213
| -1% | -$36.8K | 0.07% | 203 |
|
|
2024
Q1 | $3.09M | Buy |
16,174
+817
| +5% | +$156K | 0.08% | 185 |
|
|
2023
Q4 | $2.51M | Buy |
15,357
+1,517
| +11% | +$248K | 0.07% | 209 |
|
|
2023
Q3 | $1.94M | Buy |
13,840
+4,165
| +43% | +$584K | 0.07% | 212 |
|
|
2023
Q2 | $1.29M | Buy |
9,675
+2,249
| +30% | +$301K | 0.09% | 188 |
|
|
2023
Q1 | $974K | Buy |
7,426
+1,142
| +18% | +$150K | 0.07% | 233 |
|
|
2022
Q4 | $885K | Sell |
6,284
-215
| -3% | -$30.3K | 0.07% | 245 |
|
|
2022
Q3 | $772K | Buy |
6,499
+729
| +13% | +$86.6K | 0.07% | 233 |
|
|
2022
Q2 | $815K | Buy |
5,770
+230
| +4% | +$32.5K | 0.08% | 215 |
|
|
2022
Q1 | $720K | Buy |
5,540
+3,626
| +189% | +$471K | 0.06% | 279 |
|
|
2021
Q4 | $256K | Buy |
+1,914
| New | +$256K | 0.02% | 525 |
|