EWP
Elevation Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Buy |
493
+1
| +0.2% | +$295 | 0.06% | 138 |
|
|
2025
Q1 | $117K | Buy |
492
+1
| +0.2% | +$238 | 0.05% | 151 |
|
|
2024
Q4 | $108K | Buy |
491
+116
| +31% | +$25.5K | 0.05% | 161 |
|
|
2024
Q3 | $82.9K | Buy |
375
+1
| +0.3% | +$221 | 0.04% | 182 |
|
|
2024
Q2 | $64.6K | Buy |
374
+39
| +12% | +$6.74K | 0.03% | 193 |
|
|
2024
Q1 | $58.9K | Buy |
335
+1
| +0.3% | +$176 | 0.03% | 202 |
|
|
2023
Q4 | $51.2K | Hold |
334
| – | – | 0.03% | 206 |
|
|
2023
Q3 | $46.8K | Buy |
334
+2
| +0.6% | +$280 | 0.04% | 155 |
|
|
2023
Q2 | $44.5K | Buy |
332
+1
| +0.3% | +$134 | 0.04% | 165 |
|
|
2023
Q1 | $43.4K | Buy |
+331
| New | +$43.4K | 0.04% | 174 |
|