DB Wealth Management Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $16.4K | Hold |
100
| – | – | 0.01% | 252 |
|
|
2023
Q3 | $14K | Hold |
100
| – | – | 0.01% | 254 |
|
|
2023
Q2 | $13.4K | Sell |
100
-130
| -57% | -$17.4K | 0.01% | 263 |
|
|
2023
Q1 | $30.2K | Hold |
230
| – | – | 0.02% | 187 |
|
|
2022
Q4 | $32.4K | Hold |
230
| – | – | 0.02% | 179 |
|
|
2022
Q3 | $27K | Hold |
230
| – | – | 0.02% | 200 |
|
|
2022
Q2 | $32K | Hold |
230
| – | – | 0.02% | 186 |
|
|
2022
Q1 | $30K | Hold |
230
| – | – | 0.02% | 212 |
|
|
2021
Q4 | $31K | Sell |
230
-11
| -5% | -$1.48K | 0.02% | 200 |
|
|
2021
Q3 | $32K | Hold |
241
| – | – | 0.02% | 192 |
|
|
2021
Q2 | $34K | Hold |
241
| – | – | 0.02% | 190 |
|
|
2021
Q1 | $31K | Hold |
241
| – | – | 0.02% | 199 |
|
|
2020
Q4 | $29K | Buy |
+241
| New | +$29K | 0.02% | 194 |
|