DWM
Dopkins Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,041
| Closed | -$888K | – | 86 |
|
|
2024
Q4 | $888K | Buy |
4,041
+441
| +12% | +$96.9K | 0.45% | 40 |
|
|
2024
Q3 | $796K | Sell |
3,600
-300
| -8% | -$66.3K | 0.64% | 20 |
|
|
2024
Q2 | $675K | Buy |
3,900
+200
| +5% | +$34.6K | 0.41% | 34 |
|
|
2024
Q1 | $707K | Buy |
+3,700
| New | +$707K | 0.43% | 32 |
|
|
2023
Q4 | – | Sell |
-3,700
| Closed | -$519K | – | 50 |
|
|
2023
Q3 | $519K | Buy |
+3,700
| New | +$519K | 0.39% | 32 |
|