DWMS
Dominguez Wealth Management Solutions’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $348K | Buy |
1,181
+5
| +0.4% | +$1.47K | 0.24% | 53 |
|
2025
Q1 | $292K | Buy |
1,176
+5
| +0.4% | +$1.24K | 0.21% | 54 |
|
2024
Q4 | $257K | Buy |
1,171
+5
| +0.4% | +$1.1K | 0.19% | 57 |
|
2024
Q3 | $258K | Buy |
1,166
+6
| +0.5% | +$1.33K | 0.19% | 57 |
|
2024
Q2 | $201K | Buy |
1,160
+12
| +1% | +$2.08K | 0.15% | 58 |
|
2024
Q1 | $219K | Buy |
+1,148
| New | +$219K | 0.17% | 56 |
|