BFWM
Bright Futures Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $245K | Sell |
1,039
-519
| -33% | -$123K | 0.27% | 95 |
|
|
2024
Q4 | $356K | Sell |
1,558
-10,110
| -87% | -$2.31M | 0.32% | 83 |
|
|
2024
Q3 | $2.39M | Sell |
11,668
-37
| -0.3% | -$7.58K | 1.15% | 21 |
|
|
2024
Q2 | $2.21M | Sell |
11,705
-210
| -2% | -$39.7K | 1.2% | 21 |
|
|
2024
Q1 | $2.04M | Buy |
+11,915
| New | +$2.04M | 1.1% | 25 |
|