BTWM
Baker Tilly Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
1,360
+55
| +4% | +$16.2K | 0.14% | 151 |
|
|
2025
Q1 | $324K | Sell |
1,305
-333
| -20% | -$82.8K | 0.13% | 173 |
|
|
2024
Q4 | $360K | Sell |
1,638
-58
| -3% | -$12.8K | 0.14% | 165 |
|
|
2024
Q3 | $375K | Sell |
1,696
-1,183
| -41% | -$262K | 0.17% | 144 |
|
|
2024
Q2 | $498K | Sell |
2,879
-3,645
| -56% | -$630K | 0.2% | 120 |
|
|
2024
Q1 | $1.25M | Sell |
6,524
-1,423
| -18% | -$272K | 0.23% | 101 |
|
|
2023
Q4 | $1.3M | Sell |
7,947
-791
| -9% | -$129K | 0.21% | 107 |
|
|
2023
Q3 | $1.23M | Sell |
8,738
-369
| -4% | -$51.8K | 0.2% | 105 |
|
|
2023
Q2 | $1.22M | Sell |
9,107
-641
| -7% | -$85.8K | 0.13% | 173 |
|
|
2023
Q1 | $1.28M | Buy |
9,748
+383
| +4% | +$50.2K | 0.14% | 160 |
|
|
2022
Q4 | $1.32M | Sell |
9,365
-562
| -6% | -$79.2K | 0.16% | 147 |
|
|
2022
Q3 | $1.18M | Buy |
9,927
+53
| +0.5% | +$6.3K | 0.16% | 135 |
|
|
2022
Q2 | $1.39M | Sell |
9,874
-122
| -1% | -$17.2K | 0.18% | 119 |
|
|
2022
Q1 | $1.3M | Buy |
9,996
+984
| +11% | +$128K | 0.14% | 145 |
|
|
2021
Q4 | $1.21M | Sell |
9,012
-469
| -5% | -$62.7K | 0.13% | 168 |
|
|
2021
Q3 | $1.32M | Buy |
9,481
+387
| +4% | +$53.8K | 0.17% | 118 |
|
|
2021
Q2 | $1.33M | Buy |
9,094
+773
| +9% | +$113K | 0.22% | 102 |
|
|
2021
Q1 | $1.11M | Buy |
8,321
+2,822
| +51% | +$376K | 0.23% | 105 |
|
|
2020
Q4 | $692K | Buy |
+5,499
| New | +$692K | 0.21% | 109 |
|