BWP
Balboa Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
3,601
+1,640
| +84% | +$483K | 0.21% | 87 |
|
|
2025
Q1 | $488K | Sell |
1,961
-300
| -13% | -$74.6K | 0.12% | 133 |
|
|
2024
Q4 | $497K | Sell |
2,261
-169
| -7% | -$37.2K | 0.11% | 145 |
|
|
2024
Q3 | $537K | Buy |
2,430
+910
| +60% | +$201K | 0.13% | 135 |
|
|
2024
Q2 | $263K | Buy |
1,520
+31
| +2% | +$5.36K | 0.07% | 213 |
|
|
2024
Q1 | $284K | Buy |
1,489
+254
| +21% | +$48.5K | 0.08% | 171 |
|
|
2023
Q4 | $202K | Sell |
1,235
-827
| -40% | -$135K | 0.07% | 213 |
|
|
2023
Q3 | $289K | Sell |
2,062
-105
| -5% | -$14.7K | 0.11% | 162 |
|
|
2023
Q2 | $290K | Buy |
2,167
+380
| +21% | +$50.8K | 0.1% | 166 |
|
|
2023
Q1 | $234K | Buy |
1,787
+12
| +0.7% | +$1.57K | 0.09% | 199 |
|
|
2022
Q4 | $250K | Sell |
1,775
-1,202
| -40% | -$169K | 0.11% | 184 |
|
|
2022
Q3 | $354K | Buy |
+2,977
| New | +$354K | 0.16% | 120 |
|