DWM
Diversify Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Buy |
19,252
+1,678
| +10% | +$394K | 0.28% | 107 |
|
|
2025
Q1 | $4.21M | Buy |
17,574
+1,997
| +13% | +$478K | 0.31% | 89 |
|
|
2024
Q4 | $3.42M | Buy |
15,577
+787
| +5% | +$173K | 0.27% | 103 |
|
|
2024
Q3 | $3.44M | Buy |
14,790
+3,660
| +33% | +$852K | 0.33% | 79 |
|
|
2024
Q2 | $2.04M | Buy |
+11,130
| New | +$2.04M | 0.25% | 95 |
|