FWI
Facet Wealth Inc’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
5,846
+2,909
| +99% | +$736K | 0.03% | 67 |
|
|
2025
Q1 | $732K | Buy |
2,937
+64
| +2% | +$15.9K | 0.02% | 76 |
|
|
2024
Q4 | $725K | Sell |
2,873
-28
| -1% | -$7.07K | 0.02% | 76 |
|
|
2024
Q3 | $604K | Buy |
2,901
+325
| +13% | +$67.7K | 0.02% | 81 |
|
|
2024
Q2 | $492K | Buy |
2,576
+413
| +19% | +$78.9K | 0.02% | 85 |
|
|
2024
Q1 | $365K | Buy |
2,163
+9
| +0.4% | +$1.52K | 0.01% | 85 |
|
|
2023
Q4 | $395K | Sell |
2,154
-24
| -1% | -$4.4K | 0.02% | 75 |
|
|
2023
Q3 | $315K | Buy |
+2,178
| New | +$315K | 0.02% | 73 |
|