FWM
Focused Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Sell |
13,465
-55
| -0.4% | -$16.2K | 0.48% | 34 |
|
|
2025
Q1 | $3.36M | Buy |
13,520
+2,141
| +19% | +$532K | 0.45% | 32 |
|
|
2024
Q4 | $2.5M | Buy |
11,379
+52
| +0.5% | +$11.4K | 0.34% | 37 |
|
|
2024
Q3 | $2.5M | Sell |
11,327
-113
| -1% | -$25K | 0.33% | 40 |
|
|
2024
Q2 | $1.98M | Buy |
11,440
+135
| +1% | +$23.3K | 0.28% | 39 |
|
|
2024
Q1 | $2.16M | Buy |
11,305
+88
| +0.8% | +$16.8K | 0.33% | 40 |
|
|
2023
Q4 | $1.83M | Buy |
11,217
+87
| +0.8% | +$14.2K | 0.3% | 41 |
|
|
2023
Q3 | $1.56M | Sell |
11,130
-197
| -2% | -$27.6K | 0.28% | 42 |
|
|
2023
Q2 | $1.52M | Buy |
11,327
+109
| +1% | +$14.6K | 0.27% | 43 |
|
|
2023
Q1 | $1.47M | Buy |
11,218
+1,096
| +11% | +$144K | 0.3% | 42 |
|
|
2022
Q4 | $1.43M | Sell |
10,122
-76
| -0.7% | -$10.7K | 0.29% | 47 |
|
|
2022
Q3 | $1.21M | Buy |
10,198
+16
| +0.2% | +$1.9K | 0.25% | 47 |
|
|
2022
Q2 | $1.44M | Buy |
10,182
+83
| +0.8% | +$11.7K | 0.26% | 50 |
|
|
2022
Q1 | $1.31M | Sell |
10,099
-97
| -1% | -$12.6K | 0.21% | 54 |
|
|
2021
Q4 | $1.36M | Buy |
10,196
+10
| +0.1% | +$1.34K | 0.21% | 50 |
|
|
2021
Q3 | $1.42M | Sell |
10,186
-180
| -2% | -$25K | 0.23% | 49 |
|
|
2021
Q2 | $1.52M | Buy |
10,366
+1,685
| +19% | +$247K | 0.25% | 44 |
|
|
2021
Q1 | $1.16M | Buy |
8,681
+1,002
| +13% | +$134K | 0.21% | 55 |
|
|
2020
Q4 | $967K | Buy |
7,679
+100
| +1% | +$12.6K | 0.19% | 60 |
|
|
2020
Q3 | $922K | Sell |
7,579
-21
| -0.3% | -$2.56K | 0.2% | 54 |
|
|
2020
Q2 | $918K | Buy |
7,600
+298
| +4% | +$36K | 0.21% | 53 |
|
|
2020
Q1 | $810K | Sell |
7,302
-234
| -3% | -$26K | 0.23% | 50 |
|
|
2019
Q4 | $1.01M | Sell |
7,536
-48
| -0.6% | -$6.43K | 0.24% | 51 |
|
|
2019
Q3 | $1.1M | Buy |
7,584
+5
| +0.1% | +$727 | 0.3% | 45 |
|
|
2019
Q2 | $1.05M | Sell |
7,579
-1,314
| -15% | -$181K | 0.28% | 50 |
|
|
2019
Q1 | $1.26M | Sell |
8,893
-527
| -6% | -$74.4K | 0.38% | 41 |
|
|
2018
Q4 | $1.07M | Sell |
9,420
-28
| -0.3% | -$3.18K | 0.37% | 46 |
|
|
2018
Q3 | $1.43M | Buy |
9,448
+584
| +7% | +$88.3K | 0.49% | 40 |
|
|
2018
Q2 | $1.24M | Sell |
8,864
-4,658
| -34% | -$651K | 0.43% | 43 |
|
|
2018
Q1 | $2.08M | Buy |
13,522
+70
| +0.5% | +$10.7K | 0.66% | 28 |
|
|
2017
Q4 | $2.06M | Sell |
13,452
-821
| -6% | -$126K | 0.66% | 28 |
|
|
2017
Q3 | $2.07M | Buy |
14,273
+1,660
| +13% | +$241K | 0.69% | 26 |
|
|
2017
Q2 | $1.94M | Buy |
12,613
+355
| +3% | +$54.6K | 0.72% | 26 |
|
|
2017
Q1 | $2.14M | Buy |
12,258
+123
| +1% | +$21.4K | 0.84% | 25 |
|
|
2016
Q4 | $2.01M | Buy |
12,135
+3
| +0% | +$498 | 0.85% | 25 |
|
|
2016
Q3 | $1.93M | Sell |
12,132
-663
| -5% | -$105K | 0.85% | 23 |
|
|
2016
Q2 | $1.94M | Sell |
12,795
-118
| -0.9% | -$17.9K | 0.89% | 21 |
|
|
2016
Q1 | $1.96M | Buy |
12,913
+2,438
| +23% | +$369K | 1.07% | 22 |
|
|
2015
Q4 | $1.44M | Sell |
10,475
-7
| -0.1% | -$964 | 0.83% | 28 |
|
|
2015
Q3 | $1.52M | Sell |
10,482
-36
| -0.3% | -$5.22K | 0.97% | 25 |
|
|
2015
Q2 | $1.71M | Buy |
10,518
+179
| +2% | +$29.1K | 1.06% | 25 |
|
|
2015
Q1 | $1.66M | Sell |
10,339
-258
| -2% | -$41.4K | 1.02% | 27 |
|
|
2014
Q4 | $1.7M | Sell |
10,597
-705
| -6% | -$113K | 1.2% | 21 |
|
|
2014
Q3 | $2.15M | Sell |
11,302
-20
| -0.2% | -$3.8K | 1.65% | 12 |
|
|
2014
Q2 | $2.07M | Sell |
11,322
-202
| -2% | -$36.9K | 1.62% | 16 |
|
|
2014
Q1 | $2.22M | Sell |
11,524
-663
| -5% | -$128K | 1.85% | 12 |
|
|
2013
Q4 | $2.29M | Sell |
12,187
-3,057
| -20% | -$573K | 1.91% | 13 |
|
|
2013
Q3 | $2.82M | Buy |
+15,244
| New | +$2.82M | 2.69% | 10 |
|