EWS
Evergreen Wealth Solutions’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
4,432
-343
| -7% | -$101K | 0.79% | 28 |
|
|
2025
Q1 | $1.19M | Sell |
4,775
-575
| -11% | -$143K | 0.8% | 24 |
|
|
2024
Q4 | $1.18M | Sell |
5,350
-57
| -1% | -$12.5K | 0.82% | 23 |
|
|
2024
Q3 | $1.2M | Sell |
5,407
-1,000
| -16% | -$221K | 0.81% | 21 |
|
|
2024
Q2 | $1.11M | Buy |
6,407
+1,645
| +35% | +$284K | 0.79% | 23 |
|
|
2024
Q1 | $909K | Sell |
4,762
-360
| -7% | -$68.7K | 0.67% | 33 |
|
|
2023
Q4 | $838K | Buy |
5,122
+226
| +5% | +$37K | 0.72% | 37 |
|
|
2023
Q3 | $687K | Buy |
4,896
+303
| +7% | +$42.5K | 0.69% | 40 |
|
|
2023
Q2 | $615K | Buy |
4,593
+565
| +14% | +$75.6K | 0.62% | 50 |
|
|
2023
Q1 | $528K | Sell |
4,028
-172
| -4% | -$22.5K | 0.61% | 53 |
|
|
2022
Q4 | $592K | Sell |
4,200
-379
| -8% | -$53.4K | 0.78% | 41 |
|
|
2022
Q3 | $544K | Sell |
4,579
-1,993
| -30% | -$237K | 0.77% | 41 |
|
|
2022
Q2 | $928K | Sell |
6,572
-260
| -4% | -$36.7K | 1.14% | 30 |
|
|
2022
Q1 | $888K | Sell |
6,832
-15
| -0.2% | -$1.95K | 0.86% | 31 |
|
|
2021
Q4 | $915K | Buy |
+6,847
| New | +$915K | 0.83% | 36 |
|