DWM
Drive Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
2,392
+330
| +16% | +$97.3K | 0.15% | 122 |
|
|
2025
Q1 | $513K | Buy |
2,062
+20
| +1% | +$4.98K | 0.12% | 136 |
|
|
2024
Q4 | $449K | Buy |
2,042
+510
| +33% | +$112K | 0.11% | 147 |
|
|
2024
Q3 | $339K | Buy |
+1,532
| New | +$339K | 0.09% | 189 |
|
|
2023
Q2 | – | Sell |
-1,566
| Closed | -$205K | – | 298 |
|
|
2023
Q1 | $205K | Sell |
1,566
-190
| -11% | -$24.9K | 0.09% | 252 |
|
|
2022
Q4 | $247K | Buy |
+1,756
| New | +$247K | 0.12% | 182 |
|
|
2022
Q3 | – | Sell |
-1,431
| Closed | -$202K | – | 173 |
|
|
2022
Q2 | $202K | Buy |
+1,431
| New | +$202K | 0.18% | 148 |
|