BWM
BT Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $688K | Buy |
4,873
+76
| +2% | +$10.7K | 0.19% | 32 |
|
|
2022
Q1 | $624K | Sell |
4,797
-143
| -3% | -$18.6K | 0.16% | 33 |
|
|
2021
Q4 | $660K | Buy |
4,940
+777
| +19% | +$104K | 0.18% | 33 |
|
|
2021
Q3 | $578K | Hold |
4,163
| – | – | 0.18% | 28 |
|
|
2021
Q2 | $610K | Hold |
4,163
| – | – | 0.18% | 29 |
|
|
2021
Q1 | $555K | Buy |
4,163
+20
| +0.5% | +$2.67K | 0.18% | 31 |
|
|
2020
Q4 | $522K | Hold |
4,143
| – | – | 0.19% | 30 |
|
|
2020
Q3 | $504K | Sell |
4,143
-1,900
| -31% | -$231K | 0.22% | 32 |
|
|
2020
Q2 | $730K | Hold |
6,043
| – | – | 0.37% | 24 |
|
|
2020
Q1 | $670K | Sell |
6,043
-1,212
| -17% | -$134K | 0.38% | 25 |
|
|
2019
Q4 | $972K | Buy |
7,255
+300
| +4% | +$40.2K | 0.49% | 27 |
|
|
2019
Q3 | $1.01M | Hold |
6,955
| – | – | 0.56% | 22 |
|
|
2019
Q2 | $968K | Buy |
6,955
+500
| +8% | +$69.6K | 0.56% | 23 |
|
|
2019
Q1 | $911K | Sell |
6,455
-449
| -7% | -$63.4K | 0.54% | 24 |
|
|
2018
Q4 | $942K | Buy |
+6,904
| New | +$942K | 0.41% | 33 |
|