BWM
Boyd Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Hold |
1,333
| – | – | 0.17% | 42 |
|
|
2025
Q1 | $331K | Hold |
1,333
| – | – | 0.17% | 39 |
|
|
2024
Q4 | $293K | Hold |
1,333
| – | – | 0.14% | 41 |
|
|
2024
Q3 | $295K | Hold |
1,333
| – | – | 0.15% | 42 |
|
|
2024
Q2 | $231K | Hold |
1,333
| – | – | 0.13% | 42 |
|
|
2024
Q1 | $255K | Hold |
1,333
| – | – | 0.15% | 39 |
|
|
2023
Q4 | $218K | Buy |
+1,333
| New | +$218K | 0.14% | 39 |
|