FWM
Foguth Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
1,171
+83
| +8% | +$24.5K | 0.07% | 100 |
|
|
2025
Q1 | $270K | Sell |
1,088
-214
| -16% | -$53.2K | 0.07% | 122 |
|
|
2024
Q4 | $293K | Sell |
1,302
-127
| -9% | -$28.5K | 0.08% | 115 |
|
|
2024
Q3 | $327K | Sell |
1,429
-133
| -9% | -$30.4K | 0.12% | 96 |
|
|
2024
Q2 | $270K | Buy |
1,562
+134
| +9% | +$23.2K | 0.12% | 109 |
|
|
2024
Q1 | $273K | Buy |
+1,428
| New | +$273K | 0.15% | 104 |
|