FWG Holdings’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Buy |
3,487
+137
| +4% | +$34.5K | 0.41% | 43 |
|
|
2025
Q1 | $802K | Buy |
3,350
+1,643
| +96% | +$393K | 0.39% | 43 |
|
|
2024
Q4 | $445K | Hold |
1,707
| – | – | 0.21% | 74 |
|
|
2024
Q3 | $363K | Hold |
1,707
| – | – | 0.18% | 78 |
|
|
2024
Q2 | $314K | Hold |
1,707
| – | – | 0.16% | 88 |
|
|
2024
Q1 | $284K | Hold |
1,707
| – | – | 0.15% | 93 |
|
|
2023
Q4 | $275K | Hold |
1,707
| – | – | 0.16% | 89 |
|
|
2023
Q3 | $240K | Hold |
1,707
| – | – | 0.16% | 85 |
|
|
2023
Q2 | $250K | Hold |
1,707
| – | – | 0.16% | 87 |
|
|
2023
Q1 | $224K | Sell |
1,707
-8
| -0.5% | -$1.05K | 0.16% | 79 |
|
|
2022
Q4 | $242K | Buy |
1,715
+8
| +0.5% | +$1.13K | 0.17% | 76 |
|
|
2022
Q3 | $203K | Buy |
1,707
+9
| +0.5% | +$1.07K | 0.15% | 85 |
|
|
2022
Q2 | $240K | Buy |
1,698
+8
| +0.5% | +$1.13K | 0.21% | 75 |
|
|
2022
Q1 | $220K | Buy |
1,690
+9
| +0.5% | +$1.17K | 0.17% | 85 |
|
|
2021
Q4 | $232K | Sell |
1,681
-69
| -4% | -$9.52K | 0.17% | 86 |
|
|
2021
Q3 | $232K | Buy |
1,750
+8
| +0.5% | +$1.06K | 0.2% | 80 |
|
|
2021
Q2 | $244K | Buy |
+1,742
| New | +$244K | 0.22% | 73 |
|