DWM
Darwin Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
430
-36
| -8% | -$10.6K | 0.04% | 148 |
|
|
2025
Q1 | $102K | Hold |
466
| – | – | 0.03% | 179 |
|
|
2024
Q4 | $102K | Hold |
466
| – | – | 0.03% | 179 |
|
|
2024
Q3 | $103K | Buy |
+466
| New | +$103K | 0.03% | 184 |
|
|
2023
Q4 | – | Sell |
-1,717
| Closed | -$241K | – | 147 |
|
|
2023
Q3 | $241K | Sell |
1,717
-60
| -3% | -$8.42K | 0.06% | 130 |
|
|
2023
Q2 | $239K | Hold |
1,777
| – | – | 0.06% | 130 |
|
|
2023
Q1 | $227K | Sell |
1,777
-9,242
| -84% | -$1.18M | 0.06% | 142 |
|
|
2022
Q4 | $1.61M | Sell |
11,019
-122
| -1% | -$17.8K | 0.42% | 53 |
|
|
2022
Q3 | $1.35M | Sell |
11,141
-100
| -0.9% | -$12.2K | 0.34% | 66 |
|
|
2022
Q2 | $1.48M | Hold |
11,241
| – | – | 0.3% | 69 |
|
|
2022
Q1 | $1.46M | Buy |
11,241
+72
| +0.6% | +$9.36K | 0.24% | 70 |
|
|
2021
Q4 | $1.46M | Sell |
11,169
-716
| -6% | -$165K | 0.23% | 74 |
|
|
2021
Q3 | $1.65M | Sell |
11,885
-63
| -0.5% | -$8.77K | 0.26% | 66 |
|
|
2021
Q2 | $1.75M | Buy |
11,948
+637
| +6% | +$93.4K | 0.29% | 63 |
|
|
2021
Q1 | $1.51M | Sell |
11,311
-492
| -4% | -$65.6K | 0.26% | 69 |
|
|
2020
Q4 | $1.49M | Sell |
11,803
-4,394
| -27% | -$553K | 0.28% | 73 |
|
|
2020
Q3 | $1.97M | Sell |
16,197
-3,686
| -19% | -$448K | 0.43% | 64 |
|
|
2020
Q2 | $2.4M | Sell |
19,883
-3,313
| -14% | -$400K | 0.61% | 55 |
|
|
2020
Q1 | $2.57M | Sell |
23,196
-424
| -2% | -$47.1K | 0.82% | 43 |
|
|
2019
Q4 | $3.17M | Sell |
23,620
-540
| -2% | -$72.3K | 0.84% | 39 |
|
|
2019
Q3 | $3.51M | Sell |
24,160
-1,784
| -7% | -$259K | 1.04% | 33 |
|
|
2019
Q2 | $3.58M | Sell |
25,944
-416
| -2% | -$57.5K | 1.11% | 31 |
|
|
2019
Q1 | $3.72M | Buy |
26,360
+1,612
| +7% | +$228K | 1.23% | 24 |
|
|
2018
Q4 | $2.81M | Sell |
24,748
-562
| -2% | -$63.9K | 1.96% | 16 |
|
|
2018
Q3 | $3.83M | Sell |
25,310
-69
| -0.3% | -$10.4K | 2.14% | 13 |
|
|
2018
Q2 | $3.55M | Buy |
25,379
+318
| +1% | +$44.3K | 2.3% | 11 |
|
|
2018
Q1 | $3.85M | Buy |
25,061
+816
| +3% | +$125K | 2.78% | 9 |
|
|
2017
Q4 | $3.72M | Buy |
24,245
+13
| +0.1% | +$1.91K | 1.59% | 15 |
|
|
2017
Q3 | $3.52M | Buy |
24,232
+86
| +0.4% | +$12.5K | 3.4% | 7 |
|
|
2017
Q2 | $3.71M | Sell |
24,146
-2,974
| -11% | -$457K | 2.05% | 10 |
|
|
2017
Q1 | $4.72M | Buy |
27,120
+1,630
| +6% | +$284K | 2.74% | 2 |
|
|
2016
Q4 | $4.23M | Buy |
25,490
+12,822
| +101% | +$2.13M | 2.84% | 8 |
|
|
2016
Q3 | $2.01M | Buy |
12,668
+2,954
| +30% | +$469K | 1.55% | 26 |
|
|
2016
Q2 | $1.47M | Buy |
+9,714
| New | +$1.47M | 1.26% | 33 |
|