BWS
Buck Wealth Strategies’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
1,794
+66
| +4% | +$19.5K | 0.08% | 96 |
|
|
2025
Q1 | $430K | Buy |
1,728
+26
| +2% | +$6.47K | 0.08% | 92 |
|
|
2024
Q4 | $374K | Buy |
+1,702
| New | +$374K | 0.08% | 70 |
|
|
2024
Q2 | – | Sell |
-16,375
| Closed | -$3.13M | – | 94 |
|
|
2024
Q1 | $3.13M | Buy |
+16,375
| New | +$3.13M | 1.07% | 27 |
|
|
2023
Q4 | – | Sell |
-44
| Closed | -$6.24K | – | 181 |
|
|
2023
Q3 | $6.24K | Hold |
44
| – | – | ﹤0.01% | 225 |
|
|
2023
Q2 | $5.89K | Buy |
+44
| New | +$5.89K | ﹤0.01% | 178 |
|