BWM
Birchcreek Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
1,847
-157
| -8% | -$46.3K | 0.31% | 58 |
|
|
2025
Q1 | $498K | Sell |
2,004
-158
| -7% | -$39.3K | 0.31% | 57 |
|
|
2024
Q4 | $475K | Buy |
2,162
+639
| +42% | +$140K | 0.3% | 66 |
|
|
2024
Q3 | $337K | Hold |
1,523
| – | – | 0.22% | 84 |
|
|
2024
Q2 | $263K | Sell |
1,523
-574
| -27% | -$99.3K | 0.15% | 122 |
|
|
2024
Q1 | $400K | Hold |
2,097
| – | – | 0.21% | 101 |
|
|
2023
Q4 | $343K | Buy |
2,097
+163
| +8% | +$26.7K | 0.21% | 102 |
|
|
2023
Q3 | $271K | Sell |
1,934
-144
| -7% | -$20.2K | 0.18% | 112 |
|
|
2023
Q2 | $278K | Buy |
2,078
+194
| +10% | +$26K | 0.19% | 110 |
|
|
2023
Q1 | $247K | Sell |
1,884
-634
| -25% | -$83.1K | 0.2% | 109 |
|
|
2022
Q4 | $355K | Hold |
2,518
| – | – | 0.32% | 78 |
|
|
2022
Q3 | $299K | Sell |
2,518
-36
| -1% | -$4.28K | 0.28% | 86 |
|
|
2022
Q2 | $361K | Buy |
2,554
+264
| +12% | +$37.3K | 0.32% | 69 |
|
|
2022
Q1 | $298K | Sell |
2,290
-620
| -21% | -$80.7K | 0.26% | 84 |
|
|
2021
Q4 | $389K | Buy |
2,910
+1,236
| +74% | +$165K | 0.34% | 68 |
|
|
2021
Q3 | $233K | Hold |
1,674
| – | – | 0.22% | 102 |
|
|
2021
Q2 | $245K | Hold |
1,674
| – | – | 0.24% | 102 |
|
|
2021
Q1 | $223K | Buy |
1,674
+22
| +1% | +$2.93K | 0.24% | 101 |
|
|
2020
Q4 | $207K | Buy |
+1,652
| New | +$207K | 0.2% | 97 |
|