BWM
BKM Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
7,889
-120
| -1% | -$35.4K | 0.91% | 30 |
|
|
2025
Q1 | $1.99M | Sell |
8,009
-123
| -2% | -$30.6K | 0.82% | 38 |
|
|
2024
Q4 | $1.79M | Sell |
8,132
-551
| -6% | -$121K | 0.73% | 39 |
|
|
2024
Q3 | $1.92M | Buy |
8,683
+1,623
| +23% | +$359K | 0.78% | 35 |
|
|
2024
Q2 | $1.22M | Sell |
7,060
-2,069
| -23% | -$358K | 0.59% | 54 |
|
|
2024
Q1 | $1.74M | Buy |
9,129
+104
| +1% | +$19.9K | 0.75% | 39 |
|
|
2023
Q4 | $1.48M | Buy |
+9,025
| New | +$1.48M | 0.63% | 45 |
|