EWM
EPG Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
6,722
+90
| +1% | +$26.5K | 0.6% | 43 |
|
|
2025
Q1 | $1.65M | Buy |
6,632
+271
| +4% | +$67.4K | 0.46% | 56 |
|
|
2024
Q4 | $1.4M | Sell |
6,361
-23
| -0.4% | -$5.06K | 0.37% | 72 |
|
|
2024
Q3 | $1.41M | Buy |
+6,384
| New | +$1.41M | 0.36% | 75 |
|
|
2024
Q2 | – | Sell |
-4,917
| Closed | -$939K | – | 124 |
|
|
2024
Q1 | $939K | Buy |
4,917
+10
| +0.2% | +$1.91K | 0.23% | 112 |
|
|
2023
Q4 | $901K | Sell |
4,907
-45
| -0.9% | -$8.27K | 0.24% | 111 |
|
|
2023
Q3 | $695K | Sell |
4,952
-477
| -9% | -$66.9K | 0.21% | 123 |
|
|
2023
Q2 | $727K | Sell |
5,429
-200
| -4% | -$26.8K | 0.21% | 113 |
|
|
2023
Q1 | $738K | Buy |
5,629
+2,818
| +100% | +$369K | 0.23% | 101 |
|
|
2022
Q4 | $396K | Buy |
2,811
+110
| +4% | +$15.5K | 0.15% | 127 |
|
|
2022
Q3 | $321K | Buy |
2,701
+804
| +42% | +$95.6K | 0.13% | 149 |
|
|
2022
Q2 | $268K | Buy |
1,897
+54
| +3% | +$7.63K | 0.11% | 168 |
|
|
2022
Q1 | $240K | Buy |
+1,843
| New | +$240K | 0.08% | 203 |
|
|
2020
Q2 | – | Sell |
-466
| Closed | -$52K | – | 418 |
|
|
2020
Q1 | $52K | Buy |
466
+263
| +130% | +$29.3K | 0.04% | 270 |
|
|
2019
Q4 | $27K | Buy |
+203
| New | +$27K | 0.02% | 303 |
|