FWM
Finer Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
997
| – | – | 0.16% | 74 |
|
|
2025
Q1 | $248K | Sell |
997
-17
| -2% | -$4.23K | 0.15% | 74 |
|
|
2024
Q4 | $223K | Sell |
1,014
-18
| -2% | -$3.96K | 0.13% | 81 |
|
|
2024
Q3 | $228K | Buy |
+1,032
| New | +$228K | 0.14% | 74 |
|
|
2024
Q2 | – | Sell |
-2,529
| Closed | -$483K | – | 77 |
|
|
2024
Q1 | $483K | Buy |
2,529
+5
| +0.2% | +$955 | 0.32% | 55 |
|
|
2023
Q4 | $413K | Hold |
2,524
| – | – | 0.31% | 56 |
|
|
2023
Q3 | $354K | Buy |
2,524
+501
| +25% | +$70.3K | 0.28% | 59 |
|
|
2023
Q2 | $271K | Buy |
2,023
+73
| +4% | +$9.77K | 0.21% | 71 |
|
|
2023
Q1 | $256K | Buy |
+1,950
| New | +$256K | 0.22% | 74 |
|