Executive Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $290K | Buy |
+1,319
| New | +$290K | 0.02% | 216 |
|
|
2019
Q3 | – | Sell |
-1,216
| Closed | -$160K | – | 423 |
|
|
2019
Q2 | $160K | Sell |
1,216
-599
| -33% | -$78.8K | 0.02% | 175 |
|
|
2019
Q1 | $245K | Buy |
1,815
+42
| +2% | +$5.67K | 0.04% | 135 |
|
|
2018
Q4 | $193K | Buy |
+1,773
| New | +$193K | 0.03% | 148 |
|