GWM
Gitterman Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Sell |
2,070
-2,371
| -53% | -$699K | 0.14% | 36 |
|
|
2025
Q1 | $1.11M | Sell |
4,441
-4,313
| -49% | -$1.07M | 0.29% | 18 |
|
|
2024
Q4 | $1.92M | Buy |
8,754
+900
| +11% | +$198K | 0.8% | 10 |
|
|
2024
Q3 | $1.74M | Sell |
7,854
-114
| -1% | -$25.2K | 0.72% | 11 |
|
|
2024
Q2 | $1.38M | Buy |
7,968
+1
| +0% | +$173 | 0.53% | 12 |
|
|
2024
Q1 | $1.52M | Sell |
7,967
-63
| -0.8% | -$12K | 0.59% | 11 |
|
|
2023
Q4 | $1.31M | Sell |
8,030
-138
| -2% | -$22.6K | 0.59% | 12 |
|
|
2023
Q3 | $1.15M | Sell |
8,168
-133
| -2% | -$18.7K | 0.54% | 12 |
|
|
2023
Q2 | $1.11M | Sell |
8,301
-68
| -0.8% | -$9.1K | 0.52% | 13 |
|
|
2023
Q1 | $1.1M | Sell |
8,369
-2,353
| -22% | -$308K | 0.52% | 12 |
|
|
2022
Q4 | $1.51M | Sell |
10,722
-155
| -1% | -$21.8K | 0.76% | 8 |
|
|
2022
Q3 | $1.29M | Buy |
10,877
+292
| +3% | +$34.7K | 1.33% | 9 |
|
|
2022
Q2 | $1.49M | Sell |
10,585
-254
| -2% | -$35.8K | 1.39% | 9 |
|
|
2022
Q1 | $1.42M | Sell |
10,839
-179
| -2% | -$23.4K | 1.14% | 11 |
|
|
2021
Q4 | $1.47M | Buy |
11,018
+519
| +5% | +$69.4K | 1.09% | 14 |
|
|
2021
Q3 | $1.46M | Buy |
10,499
+122
| +1% | +$17K | 1.17% | 13 |
|
|
2021
Q2 | $1.52M | Sell |
10,377
-362
| -3% | -$53.1K | 1.23% | 13 |
|
|
2021
Q1 | $1.43M | Buy |
+10,739
| New | +$1.43M | 0.92% | 12 |
|