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Gateway Wealth Partners’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$329K Sell
1,117
-80
-7% -$23.6K 0.06% 263
2025
Q1
$298K Buy
1,197
+1
+0.1% +$249 0.07% 252
2024
Q4
$263K Sell
1,196
-143
-11% -$31.4K 0.07% 247
2024
Q3
$296K Buy
1,339
+57
+4% +$12.6K 0.08% 214
2024
Q2
$222K Sell
1,282
-21
-2% -$3.63K 0.07% 244
2024
Q1
$249K Buy
+1,303
New +$249K 0.09% 199