BWM
BCS Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Buy |
2,222
+1,098
| +98% | +$324K | 0.14% | 133 |
|
|
2025
Q1 | $279K | Hold |
1,124
| – | – | 0.07% | 203 |
|
|
2024
Q4 | $247K | Buy |
+1,124
| New | +$247K | 0.06% | 220 |
|
|
2024
Q2 | – | Sell |
-1,188
| Closed | -$227K | – | 178 |
|
|
2024
Q1 | $227K | Buy |
+1,188
| New | +$227K | 0.07% | 219 |
|