BWM
Biltmore Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
1,249
| – | – | 0.15% | 49 |
|
|
2025
Q1 | $311K | Buy |
1,249
+15
| +1% | +$3.73K | 0.13% | 50 |
|
|
2024
Q4 | $271K | Buy |
1,234
+46
| +4% | +$10.1K | 0.11% | 50 |
|
|
2024
Q3 | $263K | Hold |
1,188
| – | – | 0.11% | 51 |
|
|
2024
Q2 | $205K | Buy |
+1,188
| New | +$205K | 0.09% | 53 |
|
|
2018
Q2 | – | Sell |
-3,667
| Closed | -$563K | – | 40 |
|
|
2018
Q1 | $563K | Buy |
3,667
+35
| +1% | +$5.37K | 0.53% | 25 |
|
|
2017
Q4 | $557K | Sell |
3,632
-10
| -0.3% | -$1.53K | 0.5% | 24 |
|
|
2017
Q3 | $528K | Sell |
3,642
-1,915
| -34% | -$278K | 0.56% | 24 |
|
|
2017
Q2 | $855K | Buy |
5,557
+132
| +2% | +$20.3K | 0.96% | 14 |
|
|
2017
Q1 | $945K | Buy |
+5,425
| New | +$945K | 0.87% | 11 |
|