FWM
FSA Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Sell |
1,284
-7
| -0.5% | -$2.06K | 0.15% | 33 |
|
|
2025
Q1 | $321K | Sell |
1,291
-8
| -0.6% | -$1.99K | 0.14% | 33 |
|
|
2024
Q4 | $286K | Sell |
1,299
-91
| -7% | -$20K | 0.12% | 38 |
|
|
2024
Q3 | $307K | Buy |
+1,390
| New | +$307K | 0.12% | 39 |
|
|
2024
Q1 | $248K | Buy |
1,296
+113
| +10% | +$21.6K | 0.11% | 42 |
|
|
2023
Q4 | $193K | Buy |
+1,183
| New | +$193K | 0.09% | 49 |
|
|
2021
Q1 | – | Sell |
-2,437
| Closed | -$307K | – | 133 |
|
|
2020
Q4 | $307K | Buy |
2,437
+200
| +9% | +$25.2K | 0.15% | 39 |
|
|
2020
Q3 | $272K | Hold |
2,237
| – | – | 0.17% | 40 |
|
|
2020
Q2 | $270K | Sell |
2,237
-200
| -8% | -$24.1K | 0.18% | 38 |
|
|
2020
Q1 | $270K | Sell |
2,437
-176
| -7% | -$19.5K | 0.23% | 31 |
|
|
2019
Q4 | $350K | Buy |
+2,613
| New | +$350K | 0.25% | 32 |
|