Dogwood Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Buy |
62
+23
| +59% | +$6.68K | 0.01% | 190 |
|
|
2025
Q1 | $9.7K | Buy |
+39
| New | +$9.7K | 0.01% | 195 |
|
|
2024
Q4 | – | Hold |
0
| – | -$26 | – | 465 |
|
|
2024
Q3 | – | Hold |
0
| – | -$20 | – | 200 |
|
|
2024
Q2 | – | Sell |
-25
| Closed | -$4.79K | – | 255 |
|
|
2024
Q1 | $4.79K | Buy |
+25
| New | +$4.79K | ﹤0.01% | 202 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 229 |
|