GWM
GDS Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
4,492
+10
| +0.2% | +$2.95K | 0.1% | 88 |
|
|
2025
Q1 | $1.11M | Buy |
4,482
+13
| +0.3% | +$3.23K | 0.1% | 87 |
|
|
2024
Q4 | $982K | Sell |
4,469
-549
| -11% | -$121K | 0.09% | 92 |
|
|
2024
Q3 | $1.11M | Buy |
5,018
+1,763
| +54% | +$390K | 0.11% | 68 |
|
|
2024
Q2 | $563K | Sell |
3,255
-87
| -3% | -$15K | 0.06% | 79 |
|
|
2024
Q1 | $638K | Buy |
3,342
+34
| +1% | +$6.49K | 0.07% | 76 |
|
|
2023
Q4 | $541K | Buy |
3,308
+3
| +0.1% | +$491 | 0.07% | 81 |
|
|
2023
Q3 | $464K | Hold |
3,305
| – | – | 0.07% | 76 |
|
|
2023
Q2 | $442K | Hold |
3,305
| – | – | 0.07% | 85 |
|
|
2023
Q1 | $433K | Sell |
3,305
-184
| -5% | -$24.1K | 0.08% | 82 |
|
|
2022
Q4 | $492K | Sell |
3,489
-117
| -3% | -$16.5K | 0.09% | 78 |
|
|
2022
Q3 | $428K | Buy |
3,606
+64
| +2% | +$7.6K | 0.1% | 77 |
|
|
2022
Q2 | $500K | Buy |
+3,542
| New | +$500K | 0.11% | 71 |
|