FFWM
Future Financial Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Buy |
2,400
+2
| +0.1% | +$590 | 0.48% | 38 |
|
|
2025
Q1 | $596K | Buy |
2,398
+2
| +0.1% | +$497 | 0.44% | 49 |
|
|
2024
Q4 | $527K | Buy |
2,396
+2
| +0.1% | +$440 | 0.39% | 49 |
|
|
2024
Q3 | $529K | Buy |
2,394
+3
| +0.1% | +$663 | 0.38% | 54 |
|
|
2024
Q2 | $414K | Buy |
2,391
+3
| +0.1% | +$519 | 0.36% | 64 |
|
|
2024
Q1 | $456K | Buy |
2,388
+3
| +0.1% | +$573 | 0.35% | 59 |
|
|
2023
Q4 | $390K | Buy |
2,385
+4
| +0.2% | +$654 | 0.39% | 63 |
|
|
2023
Q3 | $334K | Buy |
2,381
+3
| +0.1% | +$421 | 0.37% | 66 |
|
|
2023
Q2 | $318K | Sell |
2,378
-2
| -0.1% | -$268 | 0.34% | 74 |
|
|
2023
Q1 | $314K | Buy |
2,380
+10
| +0.4% | +$1.32K | 0.35% | 75 |
|
|
2022
Q4 | $334K | Buy |
2,370
+8
| +0.3% | +$1.13K | 0.38% | 80 |
|
|
2022
Q3 | $334K | Buy |
2,362
+4
| +0.2% | +$566 | 0.38% | 78 |
|
|
2022
Q2 | $307K | Hold |
2,358
| – | – | 0.3% | 89 |
|
|
2022
Q1 | $307K | Buy |
2,358
+4
| +0.2% | +$521 | 0.25% | 89 |
|
|
2021
Q4 | $320K | Sell |
2,354
-629
| -21% | -$85.5K | 0.26% | 89 |
|
|
2021
Q3 | $437K | Hold |
2,983
| – | – | 0.45% | 70 |
|
|
2021
Q2 | $437K | Buy |
2,983
+3
| +0.1% | +$439 | 0.45% | 70 |
|
|
2021
Q1 | $397K | Sell |
2,980
-51
| -2% | -$6.79K | 0.46% | 66 |
|
|
2020
Q4 | $382K | Buy |
+3,031
| New | +$382K | 0.44% | 69 |
|